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Personal finance dashboard: balances and forecast

The dashboard shows current balances, upcoming payments, budget pace, and the balance forecast. Every amount comes from wallets, transactions, budgets, recurring schedules, or savings goals.

DocumentationDocsGuideGetting StartedDashboardNet WorthCash Flow

Available balance

The main balance converts active wallets into the selected base currency. Each wallet still keeps its original amount. Open a wallet to check its exact balance and the exchange rate used for conversion.

Commitments and spending pace

Upcoming payments are scheduled but have not happened yet. Budgets compare recorded spending with their limits. Together they show whether enough money remains for the rest of the period.

Balance forecast and next decision

The forecast adds scheduled income and payments to current balances. Its lowest point shows when money may run short. Planning lets you change a schedule, budget, or scenario before editing recorded transactions.

Data required by dashboard widgets

An empty widget lists the missing data. Balances need wallets, upcoming payments need schedules, reports need categorized transactions, and spending pace needs a budget. The widget updates after those records are added.