Dashboard & Cartable
The home screen, net worth, and the inbox for payments waiting on you.
Guides
Your dashboard, at a glance
The moment you log in, your dashboard gives you a quick, honest read on where things stand — your accounts, recent activity, budgets,…
What the Cartable is and why it's useful
Think of the Cartable as your to-do list for money — a single place showing anything that's waiting for your confirmation, usually a…
Getting to know your dashboard widgets
Scroll down and you'll find your most-used account, a quick snapshot of your income and spending, an AI-generated summary, a currency…
Confirming something in your Cartable
Head to the Cartable whenever you get a notification about a payment waiting on you. Give it a quick look, and if everything matches what…
Checking your net worth
Your net worth is simply the total value across all your active accounts, converted into your base currency using today's rates. If you…
Getting an AI summary of your dashboard
If you're on the Pro plan, click Generate Summary on the AI Overview widget for a quick, plain-language recap of how your month is going.…
Still stuck?
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