Planning

Use the Dashboard

The dashboard is your command center for monthly decision-making.

Steps

Follow these steps

Start with summary cards for income, taxes, expenses, goals, and monthly surplus.

Use recent incomes, recent expenses, and goals cards to spot immediate changes.

Use coverage timeline and trend visualizations to detect drift before month end.

Open the related resource pages and adjust entries when a card looks off.

Tips

A quick surplus check tells you whether to cut, hold, or increase contributions.

A fast dashboard pass confirms your updates had the intended impact.

Guide

Track recurring and one-time incomes and see their monthly impact in real time.

Guide

Add recurring and one-time expenses and monitor their monthly budget impact.

Guide

Create goals by contribution or date and understand their surplus impact.

Resources

Resource

Try a no-signup income, expense, and goal tracker.

Resource

Six-step setup with a reusable template.

Get Started

Set up your household and start planning in minutes.