Dashboard

The Dashboard is your central command center — a visual summary of your entire financial situation.

Here’s what it shows:

💰 Savings

Displays your current savings balance and how much you’ve saved so far this year.

📈 Income vs. Expenses Chart

Compare monthly income and expenses side-by-side in a clear bar chart. Quickly see which months were profitable — and where you might need to adjust.

🧩 Portfolio Allocation

A clean pie chart shows how your investments are spread across different assets (stocks, ETFs, cash). Stay balanced and diversified with just one look.

🔎 Real-Time Insights

All data is automatically pulled from other tabs — no need to enter anything here manually. This tab updates in real time based on your entries in Income & Expenses and Stock Portfolio.

❗️ Stock Portfolio only works with Microsoft 365 License

One page. All your key numbers. Instantly clear.