Customize your Dashboard

Cards

Card	Shows
Net Worth Cards	Net Worth, Assets, Liabilities, and Liquid Assets totals. Tap one to filter the charts below.
Balance History	Net worth over time
Balance Projection	Projected net worth
Net Worth Breakdown	Assets and liabilities by account group
Tax Categories	Wealth by tax type
Goals	Goal progress
Monthly Net Worth	Assets vs. liabilities each month
Portfolio Allocation	Holdings as a tree map
FIRE	Progress toward financial independence

Filter charts with Net Worth Cards

Tap Net Worth, Assets, Liabilities, or Liquid Assets at the top of the Dashboard. Balance History and Balance Projection switch to show just that, so you can see how your debts are shrinking or how your liquid savings are growing.

If you hide Net Worth Cards, tap the title of either chart to choose instead.

Customize

Tap Customize at the bottom of the Dashboard to show, hide, and reorder cards, set Chart Size and Columns, or Reset Layout.

Long press a card to Hide it or change its Chart Type or View Style.

Chart & list settings

In Settings → Charts & Lists:

Setting	What it does
Line Smoothing	Curved lines between updates. Off shows straight lines.
Staleness Indicator	Dashed line on Balance History when your latest update is over 7 days old.
Show in Today’s Money / Inflation Rate	Shows projections adjusted for inflation.
Safe Withdrawal	Rate (default 4%) used to estimate income from your projected balance.
Withdrawal Per Year	Shows that income yearly instead of monthly.
Months Displayed	Months on the Monthly Net Worth chart (1–12). Pinch to zoom.
Estimate Month-End Value	Each column shows your net worth on the last day of the month, but manual updates rarely land on that day. If you updated on the 20th and again on the 5th of the next month, this estimates the 31st from the trend between the two. Off uses your last update before month-end, so a month can look flat or lumpy depending on when you updated.
Highlight Stale Accounts	Colors accounts not updated within a set period. See Keep balances fresh.
Show One Currency	Shows foreign accounts in your app currency.