Reading Your Dashboard

2 min readUpdated July 13, 2026

The dashboard is your money at a glance — one screen that answers "where am I?" before you've finished your coffee. Everything on it is computed live from your entries; nothing is typed in or synced from anywhere.

The dashboard showing the greeting, net worth card with trend chart, Mutation Path card, and Future Self compass
The dashboard, top to bottom: net worth, your level, your trajectory.

Net worth

The one number that summarizes everything: what you own minus what you owe, across every non-archived account — cards and loans included. The small chip shows the month-over-month change, and the line beneath it traces your recent trajectory. It's the only financial number in the app rendered in cyan, because it's the score that all the other numbers feed.

The Mutation Path card

Your current level, its arc, and a progress bar toward the level's exact next step. Tap through for the full 9-level view. If the bar says something like "No recent investment contribution," that's the level's real criterion talking — see Understanding the Mutation Path.

Future Self · Compass

Two identities side by side: who your finances say you are today, and who your current pace says you'll be at the horizon you pick (10, 20, or 30 years), with the projected net worth between them. It reads your actual savings rate — change the pace and the compass moves. Full detail: Reading your projections.

This month

Earned, spent, and the day-of-month marker — a quick "how is the month going" without opening reports. Below it, your most recent transactions and accounts.

More in Getting Started

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