Feature: Financial Dashboard

Your Financial Command Center

The dashboard is where your financial life comes together. Get a clear, immediate, and comprehensive overview of your income, expenses, budgets, and account balances-all in one smart and simple view.

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A complete financial dashboard showing income, expenses, and budget progress.

Know Your Key Numbers at a Glance

Stop logging into multiple banking apps. Your personal finance dashboard consolidates everything, showing you the big picture with three essential numbers:

  • Total Income

    See all your earnings for the period and compare it to the previous one to track your growth.

  • Total Spending

    Understand your total expenditure instantly and see if you’re spending more or less than before.

  • Total Savings

    Measure how much you’re setting aside, helping you stay motivated and on track with your financial goals.

Dashboard cards showing total income, savings, and expenses.

Check Your Budget Health Instantly

Your monthly budget planner comes to life on the dashboard. Colorful progress bars give you instant visual feedback on each budget category so you always know where you stand.

  • Green: You’re well within your limit. Keep it up!
  • Yellow: A friendly warning that you’re getting close to your limit.
  • Red: You’ve gone over budget. Time to review your spending.
Budget progress bars showing safe, warning, and over-budget statuses.

Why Monsy's Dashboard Works For You

Instant Clarity
No more guessing. See your income, expenses, and savings in one clear view to understand your financial health instantly.
Effortless Tracking
The dashboard automatically updates with every transaction, giving you a real-time command center for your money.
Confident Decisions
With all your key numbers in one place, you can make smarter financial decisions with confidence, not anxiety.

Dashboard Questions Answered

Everything you need to know about the Monsy.app dashboard.
Your Monsy dashboard updates in real-time. Every time you log an income, expense, or transfer, the charts, totals, and budget progress bars instantly reflect the change, giving you the most current view of your finances.
Yes. You can filter your dashboard view by month and year to analyze specific periods. You can also select which of your account balances you want to see for a cleaner, more focused overview.
The dashboard is interactive. You can quickly edit or delete recent income records and adjust budget allocations directly from context menus, making it a true command center, not just a static report.
This powerful feature compares your current period's (e.g., this month's) income, spending, and savings totals against the previous period's (e.g., last month's) totals. It helps you quickly see if you are on track, improving, or need to adjust your habits.

Ready to See Your Full Financial Picture?

Stop wondering and start knowing. Sign up for free and let your Monsy dashboard bring clarity to your finances in seconds.

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