Example Dashboard

Net Worth
$456,321
+5.2% this month
Monthly Surplus
$2,450
Income: $8,500 • Expenses: $6,050
Total Debt
$28,500
3 active accounts • Avg 6.2% APR
Savings Goals
$18,750
Emergency Fund: 65% funded

What You Can Do

Budget Tracking
Track spending across needs, wants, and savings categories
Debt Payoff Plans
Compare Avalanche vs Snowball strategies with timelines
Net Worth Tracking
Monitor assets and liabilities with historical trends
Savings Goals
Set targets and track progress toward financial milestones
Financial Health Score
Get a 0-100 score based on emergency fund, debt, savings, and more
AI Coach
Receive personalized financial guidance and recommendations
Retirement Projection
Plan for retirement with employer match calculations
Privacy First
Connect accounts or enter manually • Data never sold • You stay in control