Understanding Your Dashboard

What You See

Your dashboard gives you a financial overview at a glance. It shows four key numbers at the top:

• Net Worth — the total value of all your assets (accounts, investments, property) minus any liabilities.
• Cash Available — the sum of all your bank and savings account balances.
• Budget Status — how much of this month's budget you've used so far.
• Net This Month — your income minus expenses for the current calendar month.

The Charts

Scroll down to see charts covering your spending by category, income vs expenses over time, and investment performance. These update automatically as you add transactions.

Needs Attention

If any accounts, budgets, or recurring transactions need your action, they appear in a Needs Attention panel. This could include an account with an unusual balance, an overdue recurring transaction, or a budget that's almost full.

CARF Banner

If you hold or trade crypto assets, you'll see a banner about the Crypto Asset Reporting Framework (CARF). Since January 2026, Irish exchanges report your transaction data to Revenue. The banner links you to the CGT Tracker to keep your records accurate.

Tips

• Click any stat card to jump straight to the relevant detail page.
• Numbers update in real time as you record new transactions — no page refresh needed.