Overview

This screen shows an at-a-glance summary of your financial situation and acts as a dashboard where you can manage your finances using the following tools:

Analyze your transactions

Examine your income and expenses to make sense of your financial picture.

Check your budgets

Take control of your spending by creating budget goals and track how you do
month-to-month and year-to-year.

Monitor your savings goals

Trip of a lifetime? Dream car? This is where you can create savings goals for
future expenditures.

Set Notifications

It's easy to be alerted when you're near a budget threshold or savings goal.
See the sidebar for more information.

Overview
Notifications

How notifications work

Use Notifications to set up pre-defined thresholds and you'll get a
heads-up when you reach that mark in your budget and savings goals.
To modify an existing notification all you need to do is:

1
Click on the checkbox next to the notification, and adjust the slider to
the target level.
2
Then click on "Save".

Watch for your new notifications to show up as a number on the top
navigation bar. You can change or remove notifications at any time.

Monitor your Net Worth

See the big picture by calculating your Net Worth – the difference between
your assets, (including your investments and savings) and your debts (such as
your mortgage and line of credit).

Analyze your cash flow

This section allows you to see how much is coming in, how much is going out and where you can make your money work harder for you.

View your Financial Calendar

Stay on top of your financial world and budget wisely – monthly, weekly and even
daily – with the calendar view of your cash flow.

Monitor your Net Worth