The dashboard

Name: The dashboard
Uploaded: 2026-10-20T14:56:19.469823Z
Duration: 8 min 33 s
Description: See at a glance how your finances are doing: choose the period, see each card's exact figures, arrange the dashboard your way and jump to the report behind it.

Durée : 8:32

See at a glance how your finances are doing: choose the period, see each card's exact figures, arrange the dashboard your way and jump to the report behind it.

Les vidéos sont disponibles en espagnol et en anglais. Un badge signale les leçons présentées dans une autre langue.

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Chapitres

0:00 Introduction
0:41 Contents
1:06 1. Reading the dashboard · 1.1 What a card tells you
1:41 1.2 Choose the period
2:05 2. What comes in and goes out · 2.1 Cash flow
2:24 2.2 Savings rate
2:44 2.3 Spending pace
3:03 2.4 Spending by category
3:20 2.5 Top categories over time
3:40 3. What you have · 3.1 Net worth
4:02 3.2 Net worth change
4:20 3.3 Cash balances
4:37 3.4 Assets vs debts
4:53 3.5 Months of cover
5:11 3.6 Projected month-end balance
5:29 4. Plans and what's coming · 4.1 Budget status
5:48 4.2 Portfolio
6:07 4.3 Debt balances
6:26 4.4 Upcoming
6:46 4.5 Recent transactions
7:03 5. Your dashboard, your way · 5.1 From chart to table
7:27 5.2 Arrange, resize and hide
8:03 5.3 Each card's arrow