Dashboard
Read your net worth summary, charts, and widgets. Learn how net worth is calculated, track snapshots and milestones, and fix numbers that look wrong.
The dashboard is where your numbers come together. These articles explain what each chart and widget shows, how net worth is worked out from what you enter, and how snapshots and milestones track your progress over time. If a number looks off, there is a short guide to check your data and find the cause.
How net worth is calculated
Net worth is your enabled assets minus your enabled debts. Life insurance counts only its cash surrender value, never its payout. Business items stay out.
My numbers look wrong
Totals that look too high or low usually come from a duplicate entry, a wrong frequency, gross vs take-home pay, or a business item. Here's how to check.
Review your financial data
Use the dashboard review reminder to update older balances, income, and bills, or confirm that the saved amounts are still accurate.
Track progress with snapshots and milestones
Save Snapshots of your net worth and income, and mark Milestones like a new job or move — both plotted on your dashboard history chart.
Understand your dashboard
See what each Beyond Payday dashboard widget means: income, bills, net worth, money left over, life insurance, goals, retirement and the history chart.
Use the money basics checklist
See how the Money basics checklist on The Big Picture checks each step from your data, what "Not for me" does, and how to hide or show the card.