How-to guide

How to Build a Personal Finance Dashboard

  1. Import bank files or connect via Plaid.
  2. Dashboard shows income, expenses, net cash flow, balances, card debt, upcoming bills.
  3. Every metric recalculates as you edit transactions.

Feature detail: Financial Dashboard · Help article

FAQ

Frequently asked questions

How to Build a Personal Finance Dashboard?
Import bank files or connect via Plaid. Dashboard shows income, expenses, net cash flow, balances, card debt, upcoming bills. Every metric recalculates as you edit transactions.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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