Dashboard - 2026 Annual Overview

Total Income

i Total Income Sum of all income entries for the year 2026.
Total = Sum of all income amounts
Example: $5,000 + $5,000 + $500 = $10,500

$0.00

Total Expenses

i Total Expenses Sum of all expense entries for the year 2026 (excludes credit card bills).
Total = Sum of all expense amounts
Example: $1,500 (Rent) + $200 (Groceries) + $100 (Gas) = $1,800

$0.00

Net Savings

i Net Savings Your income minus your expenses. Green means you saved money, red means you overspent.
Net Savings = Total Income - Total Expenses
Example: $10,500 - $1,800 = $8,700 saved

$0.00

Credit Card Bills

i Credit Card Bills Sum of all credit card bill payments for the year. Tracked separately from expenses.
Total = Sum of all bill payments
Example: $500 (Chase) + $300 (Amex) = $800

$0.00

Spending Rate

i Spending Rate Percentage of your income that you've spent on expenses.
Rate = (Total Expenses / Total Income) × 100
Example: $8,000 spent / $10,000 income = 80% spending rate. Lower is better!
0% of income spent

Top 10 Expenses (Annual)

i Top 10 Expenses Your 10 largest individual expense transactions for the year, sorted by amount.
Sorted by: Amount (highest first)
Helps identify your biggest spending to find savings opportunities.

Monthly Summary

i Monthly Summary Financial snapshot for the selected month. Use the dropdown to view different months.
Shows: Income, Expenses, Net Savings, and Bills for selected month
Compare month-to-month to track your progress.

Monthly Income

$0.00

Monthly Expenses

$0.00

Monthly Net Savings

$0.00

Monthly Bills

$0.00

Category Spending Trends

i Category Spending Trends Shows spending per category with mini charts (sparklines) showing monthly patterns. The % shows change from previous 3 months.
Trend % = ((Recent 3 months - Previous 3 months) / Previous 3 months) × 100
Red % = spending increased, Green % = spending decreased

Expenses by Category by Month

i Expenses by Category by Month Stacked bar chart showing how your spending is distributed across categories each month.
Each bar = Total monthly expenses, split by category
Helps identify which categories dominate your spending each month.

Income Flow (Waterfall)

i Income Flow (Waterfall) Shows how your income flows through expenses to final savings. Start with income, subtract each category, end with net savings.
Income - Category1 - Category2 - ... = Net Savings
Example: $10,000 - $1,500 (Rent) - $500 (Food) = $8,000 remaining