This is just a guided tour with sample data and no real account connections.

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Dashboard

Good morning. Here's what changed.

See your cash, upcoming bills, goal progress, and whatever needs your attention today.

Net worth

$482,410

+4.8% this year

Cash runway

7.2 mo

healthy buffer

Bills due

$1,840

next 14 days

AI credits

100

preview only

Cash-flow forecast

Worth a look

You can cover the next two weeks of bills and still move $650 toward the house reserve. Dining is the only category pacing above plan.

Budget watch

Groceries$214 left
Dining out$72 left
Fuel$138 left

Upcoming bills

  • Mortgage due Friday
  • Car insurance in 9 days
  • Internet renews May 22

Goal progress

Emergency fund$1,200 remaining
Family tripAugust target

Guided walkthrough - 1/9

Start with the whole picture

Dashboard brings cash, bills, goals, alerts, and net worth into one daily view so you can see what changed and what needs attention first.

Public previewFixture only