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Understanding your dashboard

Updated over 3 weeks ago

Understanding your dashboard

Your dashboard gives you a quick overview of your complete financial picture.


Total Worth

The sum of all your asset accounts (checking, savings, investments). This shows the total value of what you own.


Net Worth

Your total assets minus your liabilities (credit cards, loans, mortgages). This is your true financial position.


Wealth Over Time Chart

See how your wealth changes over time. Toggle between Total Worth and Net Worth views. Select different time ranges to analyze your financial trends.


Uncategorized Transactions

Shows transactions that need to be categorized for accurate spending insights. Click to quickly categorize them or view all in the transactions list.

Note: The wealth chart builds history over time as Finthy captures hourly snapshots of your balances. You will see more detailed trends as you use the app.

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