Dashboard

Recent Transactions

DateDescriptionAmountTypeAction

Income & Expense Details

DateDescriptionCategoryAmountTypeAction

Profit & Loss Statement

CategoryAmount

Balance Sheet

ItemAmount

Assets

ItemValueAction

Liabilities

ItemValueAction

Active Subscriptions

ServiceCost/MonthRenewal DateStatusAction

Financial Goals

GoalTargetCurrentProgressAction

Daily Spending Pattern

Expense Trends (Income vs Expense)

Category Performance (Income & Expense)

Income Analysis

CategoryTotalCountAverage% of Total

Expense Analysis by Category

CategoryTotalCountAverage% of Total

Goals Progress

GoalTargetSavedRemainingProgress

Subscription Summary

ServiceMonthlyAnnual