Personal finance guide
What to Look for in a Personal Finance Dashboard
A personal finance dashboard should answer useful questions quickly instead of turning your finances into another spreadsheet to maintain.
1. Accounts and balances
You should be able to see cash, savings, investments and debts in an organized account list.
2. Transactions and categories
A useful dashboard makes transactions searchable and lets you understand spending by category and payee.
3. Budget progress
Budgets are more useful when the dashboard shows what has been spent, what remains and which categories need attention.
4. Net worth
Assets and liabilities should feed into a net-worth view so you can see your broader financial position.
5. Goals and debt planning
Savings goals and debt payoff plans turn a dashboard from a historical record into a planning tool.
6. Reports and cash flow
Look for income and spending reports, savings-rate information and a forward-looking cash-flow view where appropriate.
7. Data control
Users should understand how their information is stored, what is automated and what they must enter or import themselves.
Using The Wealth Flow
The Wealth Flow combines accounts, transactions, budgets, savings goals, debt planning, net worth, reports, cash-flow forecasting and freelance finance tools in one responsive dashboard.