Money Hub
Your calm control center — insights, momentum, and a budget you’ll actually use.
Monthly Net Cash Flow
Clear axis labels, clean trend. Updates on every upload.
Fast Insights
Actionable, calm. No harsh red/green.
Goals Workspace
Create goals, fund them via budget, and track on a timeline.
Goal Timeline
Projected progress based on monthly funding.
Budget Engine
Choose Grouped (simple) or Category Mode (power).
Budget List
Click amounts to edit. Use arrows to reorder (Category Mode).
Budget Insights
Cleaner BvA clarity + what to fix next.
Cash Flow History
Labeled axes. Calm trend. Updates with uploads.
Scenario Builder
Adjust assumptions. See projections instantly.
Transactions
Rules, recurring detection, and instant retroactive updates.
Import + Rules
Upload, create rules, apply retroactively.
CSV headers: Date, Description, Amount, (optional) Category
Rules Engine
Assign categories automatically. Apply retroactively.
Monthly Performance
Clean trend + compact table.
Settings
Control what the Hub shows and how it behaves.
Views
Data
What’s next
• Rule learning + suggested rules
• Recurring bills calendar
• Goal-aware budget recommendations
• “What changed?” monthly recap
Personal Balance Sheet
Click values to edit. Saved for the user.
Assets
Liabilities
Net Worth
Assets − Liabilities. Updates your top dashboard tile.