Your Financial Dashboard

The Overview screen is your financial command centre. It shows your current balance, this month's income and expenses, savings rate, a personalised smart insight, and your recent transactions — all at a glance.

Key Sections Explained

  • Account Selector — switch between individual accounts or view all accounts combined.
  • Total Balance — your net balance for the selected account and period.
  • Income & Expenses Cards — green card for income, red for expenses, each showing the month's total.
  • Savings Rate — the percentage of income you've kept this month.
  • Insight Banner — a personalised tip generated from your current month's data.
  • Recent Transactions — your last few entries. Tap See All to view the complete list.

💡 Tip: Tap any transaction in the recent list to see full detail and edit or delete it.