Financial Dashboard
Get a comprehensive overview of your financial health and manage your money effectively.
Income vs Expenses
Monthly trend over the last 7 months
Expense Categories
Current month breakdown
Quick Actions
Manage your finances with these common tasks
Add Transaction
Record a new income or expense transaction
Manage Budget
Set up or modify your monthly budget categories
View Accounts
Check balances and manage your bank accounts
Track Investments
Monitor your investment portfolio performance
Credit Cards
Manage credit cards and track spending
Financial Goals
Set and track your savings objectives
Generate Report
Create detailed financial reports and insights
Settings
Configure preferences and account settings
Recent Transactions
Latest financial activity
Salary Deposit
+$4,500.00
Grocery Shopping - Whole Foods
-$127.50
Monthly Rent Payment
-$1,200.00
Gas Station Fill-up
-$65.23
Netflix Subscription
-$15.99
Financial Insights
AI-powered recommendations for your financial health
Great Job on Savings!
You saved 32% of your income this month, which is above your 25% target. Keep up the excellent work!
View Savings Goals →Entertainment Spending Alert
Your entertainment expenses are 20% higher than usual this month. Consider reviewing your streaming subscriptions.
Review Budget →Investment Opportunity
You have $1,200 in your checking account that could be earning more in a high-yield savings account.
Explore Options →Tax Season Reminder
Tax season is approaching. Make sure to gather your financial documents and consider tax-advantaged investments.
Prepare Documents →