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.

Wallet

Currency and holdings

Available balance

$17.3K

Current net amount available in the selected display currency.

Income flow

$27.8K

Total tracked inflow across salary, refunds, and side work.

Expense flow

$10.5K

Tracked outflow converted using the latest available rate.

Savings efficiency

62%

How much of your tracked income remains after expenses.

Wallet notes

Reference details for the currently selected currency and access mode.

Exchange rate

1 USD = $1.00

Using the latest available reference rate.

Role

viewer

Can review balances, charts, and insights only.

Display currency

USD

All cards, charts, and transaction amounts are rendered in this currency.

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.

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.