Cash Flow Dashboard

Dashboard Views

After you have added accounts, they are presented to you in dashboards that represent important aspects of your financial life, including net worth, investments, goals, and cashflow. Watch the below video for a brief introduction.

Cash Flow

The Cash Flow Dashboard shows you the total amount coming in and going out of spending accounts like checking credit cards, as well as savings accounts to help you project how you are saving. This dashboard is meant to give you an idea what you are spending on and how much you are spending and what you are saving. You and your financial professional are able to see this flow in the chart per each “spending” account you have added. You can see the transactions within the each account by clicking the triangle shaped button. You can add more by pressing the + Add Account button.


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