Use the Edit button at the top of the Dashboard page to select which sections to display. On desktop, you can choose where they are positioned on the page by clicking the 6 dots at the top of a section and dragging it to your desired location.
Net worth = Total assets - Total liabilities. It is the most commonly used metric for tracking your financial health. The system sums current balances across your accounts (connected and manual). Balances reflect the last Plaid sync for linked accounts or the balance you entered for manual accounts.
The Goal Tracker on the Dashboard helps you track one savings goal on a single asset account. Open Goal Settings (gear icon), pick an asset account, and enter your goal details. Your Target Balance is defined as the desired account balance upon completion of the savings goal, which is calculated as Start Balance + Savings Goal. Upon finalizing your goal, the Goal Tracker chart shows your account balance over time in blue and a red target line. The target line is a straight line, beginning at your Start Balance on the Start Date and ending at your Target Balance on the Target Date.
Two metrics are displayed above the Goal Tracker chart:
Savings Progress shows the increase in you tracked account balance since your Start Balance. This is shown as $0 if the balance falls below that baseline. As an example, if your Start Balance is $5,000, your current balance is $5,500, and your Target Balance is $7,000, then Savings Progress is $500 / $2,000.
Pace compares your current balance to where the target line says you should be today (as explained above). On Target (green) means you are at or above the plan and At Risk (yellow) means you are below it. If you have not yet reached the Target Balance by the Target Date, Deadline Passed (gray) appears instead.
The Upcoming Recurring section lists the next expected recurring charges based on patterns detected by the system from your transaction history. Dates and amounts are estimates: your bank may post on a different day or for a different amount. If charges appear that you do not consider recurring, navigate to the Recurring section on the Insights page and press the Not Recurring button. The system will remember this pattern and not show it in this section going forward.