Dashboard
Read surplus and money flow from the dashboard.
Income, taxes, expenses, goals, surplus, and the money-flow Sankey sit on one household view.
How it works
Three steps
- A
Add or edit plan items
Update incomes, expenses, taxes, or goals from the tracker pages.
- B
Open the dashboard
Surplus and the money-flow Sankey update with the plan.
- C
Tune what looks off
Jump back into any item and save a better amount.
Capabilities
What this page covers
One place for the plan picture
Answer "what does our plan look like?" from this page.
- Works for one person or a shared household.
- Quick reads stay possible as the plan grows.
- Detail stays a click away on each item.
Useful after every edit
After you change a number, come back and check surplus and money flow.
- Confirms the edit landed where you expected.
- Makes tradeoffs easier to see.
- Matches the live surplus you see while editing forms.
Money flow of the plan
Planned income draws through taxes, expenses, goals, and surplus.
- Money-flow Sankey of the Monthly Plan.
- Attention items for gaps and deficit.
- Stays sharp when the plan stays current.
FAQ
Common questions
What does the dashboard show?
Monthly income, taxes, expenses, goals, surplus, money-flow Sankey, plan health, and attention items.
Is it useful if I already know my categories?
Yes. The whole household plan picture sits in one place.
Can I try the real dashboard before I sign up?
The public demo teaches the plan workflow. The household dashboard needs data saved in an account.
How do I enter my plan?
You type the Monthly Plan. Enter the incomes, expenses, taxes, and goals that matter.
Give your household one place to see the plan.
A free account opens the real dashboard. The demo is open if you want a quick look first.