Make Data Visible: Dashboards, Categories, and Alerts
Aggregate accounts, loans, and savings into one view with color-coded goals. A single dashboard turns confusion into clarity and helps everyone understand the month at a glance, not in fragments.
Make Data Visible: Dashboards, Categories, and Alerts
Set up category rules that auto-tag repeat purchases. Over time, your dashboard becomes smarter than any spreadsheet, revealing exactly where small leaks happen and which changes actually matter.