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Read your dashboard

What each number on the home page means, and where it comes from.

The four cards

Balance is the money you have right now across your active accounts, not the result of the month. Income and Expenses are the totals for the month you are viewing. Net savings is income minus expenses for that same month.

The small percentage under each card compares it with the previous month, so you can see the direction at a glance.

Balance, income, expenses and net savings for the selected month.
Balance, income, expenses and net savings for the selected month.

Changing the month

Use the month picker at the top right to move between months. Everything on the page follows it, except the balance, which is always today’s balance.