Dashboard
Understand your net worth summary, charts, and dashboard widgets.
How net worth is calculated
Net worth is your enabled assets minus your enabled debts. Life insurance, business-owned items, and children's 529 accounts are left 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, safety net, goals, and retirement.