Personal finance

Track every move. See the story behind your money.

Review cash flow, monitor category pressure, and switch between viewer and admin roles to explore the full dashboard behavior.

Display currency

$17.3K

Using the dashboard base currency.

Role access

Viewers can browse insights. Admins can add and delete transactions.

Base currency is USD. Other currency selections use the latest available daily market reference rate.

Finance

Core finance dashboard

The main finance view combines totals, trend movement, and expense allocation into one focused workspace.

Total balance

$17.3K

Net balance after subtracting expenses from income.

Total income

$27.8K

All tracked money coming in across salary and side work.

Total expenses

$10.5K

Complete outflow across bills, essentials, and lifestyle spend.

Savings rate

62%

21 transactions currently shape this snapshot.
Balance trend
Monthly running balance built from your full transaction history.
Expense mix
Category breakdown of all recorded expenses.

Total spend

$10.5K

Housing

70%

$7,400

Food

15%

$1,546

Travel

6%

$620

Transport

3%

$308

Health

2%

$260

Category leaderboard
The biggest expense categories ranked by total outflow.

Housing

70% of total expenses

$7,400

Food

15% of total expenses

$1,546

Travel

6% of total expenses

$620

Transport

3% of total expenses

$308

Health

2% of total expenses

$260

Command center

Diversified at a glance

Focus areas
A lightweight rail inspired by portfolio dashboards with room for quick scanning.
Top category

Housing

$7,400

Monthly pace

Apr 2026

Down $394 versus Mar 2026.

Layout note

Workspace mode

The page is now split into navigation, overview, analytics, and action zones instead of one continuous stack.

Design direction

The structure now borrows from finance-product dashboards: a stable left rail, a center workspace for charts and tables, and a side rail for quick-glance insight cards.

Insights

Quick reads

Top spending category
Housing leads your spending

Housing accounts for 70% of tracked expenses at $7,400.

Monthly comparison
You spent 13% less this month

Apr 2026 closed at $2,734 versus $3,128 in Mar 2026.

Largest recent expense
$1,850 went to Housing

Apartment rent is the biggest recent outflow, making it a good candidate to review for future savings.