Phase 4
Financial Dashboard
Understand net worth, ownership, income, expenses, and the freshness of your data.
6 topics
Net worth
How your net worth is calculated and displayed.
Asset ownership
See which person or entity owns each asset.
Income and expenses
Review categorized income and expenses.
Cash flow
Understand money moving in and out over time.
Financial history
Review how your finances have changed over time.
Data accuracy and refresh status
Know when data was last refreshed and how to fix stale connections.