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. On mobile, you can press the layout icon in the Dashboard header to select the sections you want to display and rearrange them by dragging the 6 dots.
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 financial goal on a single account — either a Savings Target on an asset account or a Debt Payoff plan on a liability account. Open Goal Settings (gear icon). If you have not saved a goal yet, choose Savings Target or Debt Payoff, then enter your plan details.
Savings Target: Pick an asset account and enter Start Balance, Savings Goal, Start Date, and Target Date. Your Target Balance is Start Balance + Savings Goal. The chart shows your account balance in blue and a red target line from Start Balance on the Start Date to Target Balance on the Target Date.
Debt Payoff: Pick a liability account and enter Start Balance (debt at plan start), Start Date, and Payoff Date. The chart shows balance in blue and a red target line from Start Balance down to $0 by the Payoff Date.
Two metrics appear above the chart for either goal type:
Savings Progress (Savings Target) or Payoff Progress (Debt Payoff) shows how much you have saved or paid down versus the total goal amount. Progress is shown as $0 if the balance moves in the wrong direction (e.g. debt grows above your Start Balance).
Pace compares your current balance to where the target line says you should be today. On Target (green) means you are at or above the plan (for savings) or at or below it (for debt payoff). At Risk (yellow) means you are behind. If you have not reached the goal by the target/payoff 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. Since these transactions are estimated based on historical patterns, they may not match all your recurring charges exactly. Also, dates and amounts are estimates, as 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.