Get insights into your complete financial picture
The Overview is your central hub for financial insights. Here's what you can see:
View your net worth progression over time. The chart shows historical trends and helps identify patterns in your financial growth.
See all your connected accounts organized by type:
Screenshot 1: Dashboard Overview
The main dashboard displays your net worth, total assets, total liabilities, and recent financial activity in one view.
Screenshot 2: Net Worth Trend Chart
View your net worth progression over time to see your financial growth at a glance.
Screenshot 3: Account Breakdown
See all connected accounts organized by type: Cash, Investments, Assets, and Liabilities.
Screenshot 4: Recent Transactions
Quick view of recent income and expense transactions to stay updated on your finances.