The dashboard is the first thing you see when you open Spendify. It's designed to give you a quick, at-a-glance overview of your entire financial picture — no digging required.

At the top of your dashboard, you'll see your net worth. This is calculated as your total assets (checking accounts, savings, investments) minus your total liabilities (credit cards, loans, mortgages).

Your net worth updates automatically as your account balances change, so you always know where you stand.

Below your net worth, you'll find a list of all your linked accounts. Each account shows its current balance, making it easy to see how much is in each account at a glance. Tap on any account to see its full transaction history and details.

Your most recent transactions appear on the dashboard, showing you where your money has been going. Each transaction displays:

Transactions are automatically categorized by Spendify, so you don't have to manually label each one. Tap any transaction to see more details or update its category.

If you've set up budgets, the dashboard shows your spending progress for the current month. You can quickly see how much you've spent relative to your budget limits, helping you stay on track without having to navigate away from the home screen.

The dashboard is your home base, but there's plenty more to explore. Use the navigation at the bottom of the screen to dive deeper into your accounts, transactions, budgets, and more. Think of the dashboard as your starting point — a quick check-in before you go about your day.