Dashboard
The Main Dashboard is a scrollable stack of finance cards, each pulling live data from your accounts. Itβs the default screen for good reason: one glance answers βam I okayβ.
Cards
| Card | What it shows |
|---|---|
| Latest Insights | Your smart assistant β meaningful notes generated from your data |
| Daily Summary | Todayβs expense vs the 7- and 30-day average |
| Budget Summary | Each budgeted category vs its budget for the period |
| Net Earnings Summary | Total income β total expense for the period |
| Credit Card Summary | Spending vs remaining credit limit, per card |
| Net Worth Summary | Assets β liabilities = net worth (see Balance Sheet) |
| Cash Flow Summary | Cash in vs cash out for the period (see Cash Flow) |
| Favorites | For premium users β up to 12 accounts with balances at a glance |
Customizing
- Add/remove/reorder cards from Settings β Dashboard.
- Favorite accounts (up to 10 β 12) with the running total on the card.
- Latest Insights shows contextual tips.
- Widgets β Bluecoins widgets are configured in Settings β Appearance β Widgets.
Taps
Tapping a card opens the related screen: Net Earnings β report, Budget β budget tab, Credit Card β card detail, Net Worth β accounts.