Dashboard

Your financial command center. See your budget status, income, expenses, and wallet balances at a glance, with quick actions to add expenses in one tap. You can show or hide individual sections from Settings → Dashboard Widgets.

Overview

The Dashboard is the first screen you see after logging in. It displays your current account context and key financial metrics for the current month.

Account Switcher

At the top-left corner, tap the account name (e.g., Family) to open the Switch Account dropdown. You can switch between your Personal, Shared, and Business accounts. All data on the Dashboard updates to reflect the selected account.

Next to the account name there is a separate currency pill (e.g., zł) — tap it to instantly change the display currency.

Quick Actions

The quick actions below the header are a grid of one-tap shortcuts to the most common tasks. When there are more actions than fit on one row, they wrap onto the next row so every action stays visible.

Available actions:

You can customize this strip: go to Settings → Dashboard Widgets, open the Quick actions section, toggle any action on or off, and drag the handles to reorder them. Voice Income and Scan Invoice are hidden by default — turn them on there if you track income by voice or invoice scan.

Financial Health Score

The Financial Health Score widget shows a single 0–100 score summarizing your overall financial health for the current month:

• Green (70–100) — finances are in great shape
• Yellow (40–69) — some areas need attention
• Red (0–39) — significant issues detected

The circular gauge in the top-right of the card fills proportionally to your score. Tap the card to open a breakdown sheet showing four components:

“Not enough data” appears when fewer than two components have data (e.g., a brand-new account with no budgets, goals, debts, or income yet).

The score is computed entirely on-device — no internet connection or AI calls required.

Gamification Widget

Below the quick actions, a compact card shows your gamification progress:

• Level — your current level with an XP progress bar toward the next level
• Streak — your daily tracking streak count with a fire or snowflake emoji

Tap this card to open the full Achievements screen with all badges, streak details, and category filters.

See Achievements & Gamification for details on how XP, levels, and achievements work.

Monthly Budget Card

• Shows your current spending against your monthly budget (e.g., 2 846,83 zl of 20 000,00 zl)
• Color-coded progress bar: green (under control), yellow (approaching limit), red/orange (near or over budget)
• Displays percentage used (e.g., 86% used)
• Tap the card to navigate to the Budgets tab for details

Note: If no monthly budget is set, you’ll see a hint to create one.

Income & Expenses

A combined card showing your monthly totals side by side:

• Income (left, green) — your total income for the current month (e.g., +$2,482.52). Tap to go to the Transactions tab (Income view)
• Expenses (right) — your total expenses for the current month (e.g., -$4,838.99). Tap to go to the Transactions tab (Expenses view)

Net Profit

Below the income and expenses cards, the Net Profit widget shows how much money you actually saved or lost this month, and tracks the trend over the last 6 months as a line chart:

• Current month net profit — displayed above the chart in green (positive) or red (negative)
• 6-month trend — a line chart showing monthly net profit (income − expenses) for the past 6 months
• Tap a data point on the chart to see the exact value for that month

Formula: Net Profit = Total Income − Total Expenses (both converted to your base currency)

Net Capital

The Net Capital widget shows your total net worth across all wallet currencies, converted to your base currency:

• Total net capital — sum of all wallet balances converted to your settings currency, shown in green (positive) or red (negative)
• Per-currency breakdown — each currency’s current balance listed below the total

Note: Net Capital only appears after you set your initial wallet balances. See Wallet & Exchange to configure them.

Fat Finder Card

Below the debts section, the Fat Finder card shows a summary of your monthly expense audit:

• Total potential savings — how much you could save per month
• Top 3 findings — quick list with severity dots and savings amounts
• View Full Report — tap to open the detailed Fat Finder screen

This card requires a Pro or Business subscription. Free plan users see an upgrade prompt.

See Fat Finder for the full feature guide.

Calendar

The Calendar widget shows a monthly calendar grid with colored dots indicating days with transactions:

• Green dot — income recorded on that day
• Red dot — expense recorded on that day
• Today is highlighted with an orange circle
• Month navigation — use left/right arrows to switch between months

Below the calendar grid, a summary row shows:

• Income — total income for the selected month (converted to your base currency)
• Expenses — total expenses for the selected month
• Net Profit — income minus expenses, green if positive, red if negative

Tap Tap to view details to open the full Calendar screen with three tabs:

Tip: All amounts in the Calendar are automatically converted to your base currency, so you can see accurate totals even across multiple currencies.

Wallet Balances

• Horizontal scrollable cards showing your balance in each currency (e.g., EUR 16,723.00, PLN 2 192,89, USD $56…)
• Tap See All to go to the full Wallet view with detailed breakdowns
• If no balances are set, you’ll see a prompt to add your initial balance

Pull to Refresh

Pull down anywhere on the Dashboard to refresh all data and sync with the server.

FAQ

• Q: Why does the Dashboard show $0 for everything? A: You haven’t added any expenses or income yet. Use the quick action buttons to add your first transaction.

• Q: Can I customize what appears on the Dashboard? A: Yes. Go to Settings → Dashboard Widgets and toggle individual sections on or off. Your preferences are saved and persist across restarts. You can also drag widgets to reorder them. The quick-action strip is customizable the same way — open the Quick actions section in Settings → Dashboard Widgets to show, hide, or reorder its buttons.

See also: Expenses & Income | Wallet & Exchange | Fat Finder | Analytics