Read your dashboard

The Home screen is a summary of your current budget period. Each card answers one question, and you can scroll down through all of them. The numbers below are examples; yours follow your own data.

Where to find it

Open Home from the bottom bar. Pull down to refresh it.

Steps

1. At the top, Left to spend shows how much of this period's budget you have left, with the period's dates above it and the budgeted total below. If you have spent more than you budgeted, the number turns red and shows a minus sign.
2. Credit to pay is what you currently owe on your credit accounts.

3. Where it went ranks your categories by spending, with each one's share of the total and an arrow showing whether it is up or down compared with the last period. Tap See all for the full list.

4. Needs attention lists categories that are likely to run out of budget before the period ends, with a rough estimate of when and how much is left.
5. Spending pace compares what you have spent so far with a forecast for the whole period and with what you usually spend.

6. Weekly spending compares each week of this period with the same week of the last one.
7. Net worth charts the total of your accounts over time. The dashed part of the line is a forecast.

8. Recent shows your latest transactions. Tap one to open it.
9. Can I afford it? checks a purchase before you make it.
10. The weekly note is a short summary of how you are doing, refreshed every week. Tap Read more to read all of it.

Tips

• The period follows your budget cycle. To start it on a different day of the month, change Budget Cycle Reset Day in Settings.
• A card without data yet explains what to do to fill it, for example by setting a budget.