Understanding your dashboard
The Finthy dashboard is your central hub for understanding your financial health at a glance. Here is a guide to everything you see on your dashboard.
Dashboard overview
When you log in to Finthy, the dashboard shows:
Total balance: Combined balance across all connected accounts
Recent transactions: Your most recent financial activity
Budget overview: Progress on your active budgets
Spending summary: How much you have spent this month
Income summary: How much you have earned this month
Financial overview cards
The top of your dashboard displays key financial metrics:
Net balance card: Shows your total assets minus liabilities
This month spending: Total outgoing transactions this month
This month income: Total incoming transactions this month
Budget status: Quick view of how your budgets are tracking
Charts and visualizations
Your dashboard includes visual representations of your finances:
Spending by category: Pie or bar chart showing where your money goes
Cash flow chart: Income vs expenses over time
Balance trend: How your total balance has changed
Quick actions
From the dashboard, you can quickly:
Add a manual transaction
Connect a new bank account
Create a new budget
View detailed reports
Customizing your view
The dashboard automatically updates when:
New transactions sync from your banks
You add manual transactions
Budget periods change