Welcome to Demo Mode! Data resets every 60 minutes.

Dashboard

Base: USD
Transaction
How to use this page
Overview

This is your financial command center. It aggregates data from all your Accounts, Transactions, and Portfolio assets to give you a real-time snapshot of your financial health.

Key Metrics
  • Net Worth: Total Assets - Debts.
  • Cashflow (YTD): Total Income minus Total Expenses for the current year.
  • Portfolio: Brokerage and Crypto holdings.
Analysis Widgets

Scroll through the widgets below to analyze your Income (by Payee/Source), Expenses (by Envelope), and Assets (by Purpose/Type).

Summary

Net Worth

13,309

YoY: -11.4% (-1,717)

17,459

YoY: +37.8%

(4,150)

YoY: +-275.8%

Start Tracking

Record both income and expenses to see cashflow.

Add Transaction

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No Income Recorded

Add your first income transaction to unlock analysis.

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No Expenses Recorded

Track your spending to gain insights.

Add Expense
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