Dashboards

Six ways to
read your money.

Each dashboard answers a different financial question — from what you're worth right now, to where your money went, to which categories are quietly growing. All built from your real account data.

OverviewCashflowSpendingTrendsLabelsAccounts
FinoSimplify your financial world
OverviewCashflowSpendingTrends
Net worthCA$220,247
IncomeCA$10,806
ExpenseCA$22,784
Savings rate-111%
Income vs Expense12 months
Top spending categoriesGroceries, house, subscriptions

Your full financial picture at a glance

Overview dashboard

Net worth, income, expenses, savings rate, and account summary — all in one view. The Overview is your morning check-in that tells you exactly where you stand today.

  • Net worth trend over time
  • Monthly income vs expense
  • Top spending categories
  • Account balance summary
Explore Overview

Under the hood

Dashboards that go deeper
when you need them to.

Click any chart — see the transactions

Every bar, category slice, and label bar is clickable. Open the exact transaction list behind any number without starting a manual search from scratch.

Custom date ranges on every dashboard

Set any date range — a single month, a quarter, a full year, or since the beginning of your data. Every chart and total adjusts instantly.

Filter by account, label, or type

Focus any dashboard on one account, one label group, or one institution. Useful for separating personal from business spending without switching apps.

Multi-currency, always accurate

Accounts in USD, EUR, GBP, or any currency display in your base currency with conversion built in. Net worth and totals stay accurate across all accounts.

Move from scattered to sorted

Start building your clearest financial picture.

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