Dashboard Overview

The Dashboard is your financial control center. It gives you an instant overview of your available money, monthly cash flow, budgets, upcoming bills, and quick shortcuts.

What this feature helps you do

Instead of switching between different banking apps and pocket cash, the Dashboard consolidates everything into one simple view. It helps you:

• Check your Personal Balance and net monthly change in real time.

• Monitor Money In (income) versus Money Out (expenses).

• Access Smart AI quick tools (Type it, Say it, Upload receipt).

• Track category budget progress and upcoming bills before they are due.

Exploring your Dashboard Widgets

1. Top Greeting & Period Selector:

   • Shows a personalized greeting with the current month/year (e.g., "Good afternoon, Ali! 👋 Overview for August 2026").

   • Toggle between Pay period view and calendar Month view.

   • Quick action buttons: + Money In, ↑ Money Out, Add Account, and Add Subscription.

2. Your Money Card:

   • Displays your combined Personal Balance, total Money In, and total Money Out.

   • Includes a privacy eye icon to quickly hide your balances in public.

3. Smart AI Card:

   • Direct one-tap buttons to capture expenses: Type it, Say it, or Upload receipt.

   • Access your AI Usage History with a single click.

4. Your Budgets:

   • Shows visual progress bars for all active category limits with remaining allowances.

5. Your Accounts:

   • Displays your active wallets (e.g., default Cash and Bank cards) and a quick + Add Account shortcut.

6. Upcoming Payments & Subscriptions:

   • Alerts you to recurring bills, rent payments, and subscriptions due in the coming days.

7. Money You Owe & Money Owed to You:

   • Displays pending settlements and reimbursements linked to friends, family, or work.

8. Financial Overview & Recent Activity:

   • Interactive charts comparing Income vs. Expenses and category breakdowns, plus a live feed of your latest transactions.

Practical Examples

• Checking your daily standing: You open the app at lunchtime. The Your Money card shows AED 8,450 Personal Balance, and the Your Budgets card shows you have AED 620 remaining for Dining Out this pay period.

Helpful Tips

• Privacy Mode: Tap the eye icon on the Your Money card whenever someone is sitting next to you to blur out your numbers.

• Quick Search: Use the search bar at the top of the dashboard to find any transaction, account, or note instantly.

Related Features

• Add Transactions with Smart AI — Record expenses directly from the dashboard card.

• Budgets & Pay Periods — Set the limits displayed on your dashboard.