Cashflow Overview 💵

This dashboard helps you understand the flow and timing of your money over 12 months. See when you over-earn or under-earn, and when spending is higher or lower than usual.

Think of it as a bird's-eye view of your entire financial year.

Section 1: Top-Line Essentials

The most important numbers at a glance.

See your key metrics for the year:

• Total income

• Total expenses

• Net income (income minus expenses)

• Average monthly income

• Average monthly expenses

These numbers give you the big picture without getting lost in details.

Section 2: Quarterly Breakdown

Zoom in on each quarter.

View income and expenses broken down by quarter (Q1, Q2, Q3, Q4), with visual charts to spot trends easily.

Questions this answers:

• Do I earn more in certain quarters? (Maybe your side hustle picks up in summer)

• Do I spend more in certain quarters? (Holiday spending in Q4, anyone?)

• Which quarters are my strongest financially?

Use this to plan ahead. If you know Q4 is expensive, save extra in Q2 and Q3.

Section 3: Savings Over Time

Watch your savings grow throughout the year.

Two key charts:

Quarterly Contributions – How much you saved each quarter

Accumulated Savings – Your total savings balance over time (the line should go up and to the right!)

Coming soon: Investment charts (currently tracked in Section 1).