What does the Dashboard show?
Use the app home screen to review balances, transactions and important signals.
Guide based on the current Rank beta
The Dashboard brings together cards for accounts, net worth, monthly spending, upcoming recurring charges, goals and investments. Some cards only show data after the related section has been set up.
How to do it
- 1Review the period and amounts shown on each card.
- 2Select a card to open its related details.
- 3Use Customize to choose which cards to display and arrange them.
- 4Return to the Dashboard after categorizing transactions for a more accurate summary.
Keep in mind
- An empty state usually means you still need to connect an account or record transactions.
- Card data may change when you edit categories, accounts or dates.
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