Understanding the Dashboard

The Dashboard is where you land. It opens with a getting-started card until setup is done, your available balance and the things that need your attention, then cards for each part of Countorra: spending this month against last by the same day, your most recent transactions, six months of cash flow with each month's net, Tax Pulse, financial health, net worth with a month's trend, the budget, what's coming up on Recurring, your goals with their pictures, investments, credit, documents and Ask. Every card opens the page that answers it fully, and a card with nothing yet says what it will hold.

Until it's done, a short setup checklist sits at the top: connect a bank, review transactions, set a budget, start your taxes and create a goal. Each step completes itself when it's true in your books. You can hide it.

Customize hides, shows and reorders the cards, and saves your order to your account. On the iPhone, Home has its own Edit, saved the same way.

Every figure on it is calculated from the transactions in the workspace, so it is only as complete as your records.