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Overview

What does this do?

See your month's finances at a glance: net worth, monthly spending, and upcoming payments. Tap any card to dive deeper.

How to do it

  1. Scan overview cards, tap anything to inspect details.
  2. Check pending alerts from the notification bell.
  3. Search transactions using the top search bar.

Why it matters

Knowing where your money stands every day prevents month-end surprises.

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Related Topics

Net WorthNet worth is the sum of all your assets minus all debts. Cash and investments add to it; loans and card debts subtract from it.Budget BucketA bucket is a spending envelope dedicated to a category: groceries, transit, dining, etc. Income is divided across buckets by target ratios.
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Budgeting for real life. Payments are processed by Paddle, our Merchant of Record.

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