Financial Dashboard
Check your financial position without opening every category separately. The dashboard brings the selected month's income, expense budget, approved spending, and overspending into a single overview, with category details available below the summary.
What you can do
- See how much of your overall expense budget has been used.
- Distinguish category overspending from net overspending across the overall budget.
- Explore category totals and a current-month forecast when enough spending data is available.
How it works
Select the month you want to review. The summary combines your budgets and approved transactions, while the category breakdown shows where the totals come from. Unused budgets in some categories can offset excess spending elsewhere when calculating net overspending. During the current month, an eligible forecast estimates month-end overspending from the spending pace so far; it is an estimate, not a prediction of individual payments.
See it for yourself
Explore the app with Milo and sample data, or create your own account to start organizing your finances.
