Dashboard
Your whole financial life on one screen
Total Net Worth
$142,850.00
$161,440.00 assets β $18,590.00 owed
π
Financial Health
94
out of 100
Thriving π
Spending by Category
$3,380.00
this month
Needs$2,060.00 Β· 61%
Wants$220.00 Β· 7%
Savings$1,100.00 Β· 33%
β‘ Quick Add β everything in one place
No tab-hunting β add anything from hereπ Achievements & Milestones
6 / 6 unlockedπ±
First Steps
Log your first transaction
π°
$1k Cushion
Fill the emergency sprint
π―
No-Spend Pro
10+ no-spend days
π
Budget Boss
Every category within budget
π
Net Positive
Positive net worth
π₯
Super Saver
Save 20%+ of income
Executive Wealth & Annual Cash Flow
High-level executive metrics, liquidity runway, and multi-month performance
Current Net Worth
$142,850.00
+2.4% this month
Annual Inflow (YTD)
$65,400.00
Avg $5,450.00 / month
Annual Outflow (YTD)
$40,560.00
Avg $3,380.00 / month
Emergency Cash Runway
6.7 Months
Fully Protected
Average Savings Rate
38%
High Wealth Velocity
12-Month Consolidated Financial Overview
| Month | Total Inflow | Needs (50%) | Wants (30%) | Savings Funded | Net Surplus Buffer | Savings Rate | Health | Income |
|---|---|---|---|---|---|---|---|---|
| January 2026 | $5,450.00 | $2,085.00 | $195.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| February 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| March 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| April 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| May 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| June 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| July 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| August 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| September 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| October 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| November 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced | |
| December 2026 | $5,450.00 | $2,060.00 | $220.00 | $1,100.00 | +$2,070.00 | 58% | Balanced |