Planning
Use the Dashboard
The dashboard shows the live household Monthly Plan. Surplus, money flow, and attention items sit in one view.
Steps
How to do it
Read the monthly plan cards
Summary cards cover income, taxes, expenses, goals, and monthly surplus.
Open the money-flow Sankey
Planned income draws through taxes, expenses, goal contributions, and leftover surplus.
Scan plan health and attention items
These signals call out gaps, a deficit, or goals that need a closer look.
Edit from here
Jump into incomes, expenses, taxes, or goals. Amounts you save show up on the live plan.
Tips
Related
Related guides
Guide
Add and Manage Incomes
Track recurring and one-time incomes and see their monthly impact as you edit.
Open guideGuide
Track Expenses
Add recurring and one-time expenses and watch their Monthly Plan impact.
Open guideGuide
Plan Savings Goals
Create goals by contribution or date and understand their surplus impact.
Open guideGet Started
Put this guide to work
Log in for a saved household plan, or open the demo to practice first.