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Dashboard

< 1 min read

The Dashboard provides users with a centralized, real-time overview of their financial health:

  • Budget Overview by Category: Quickly assess how your spending aligns with your budget across all categories.
  • Account Insights: View spending distribution across various account types, including checking, savings, credit cards, and more.

Journey:

  1. Navigate to Dashboard.
  2. View Budget Overview by categories (e.g., groceries, rent).

View Account Types where spending occurred (checking, credit cards, etc.).