Dashboard Overview
The Dashboard consists of three sections:
- Monthly Metrics
- Charts
- Lifetime Metrics
Monthly Metrics
This section builds on the “in and out” feature from Paychecks and the tracking feature from Tasks.
- Top Horizontal Scroll: Displays four key metrics:
- Monthly totals for income
- Expenses
- Debt payments
- Savings
- Dynamic Icons: These icons trend based on the previous month’s values, providing a holistic view of your budget for the month.
Charts
This section provides various visual representations of your financial data.
- Chart Types and Durations:
- Line Chart: Shows the progression of total savings and total balance.
- Bar Chart: Displays spending totals for each type of bill for each duration.
- Pie Chart: Illustrates spending ratios for each type of bill for each duration.
- Durations: Each chart can display data for three durations:
- Paycheck-to-Paycheck
- Month-to-Month
- Year-to-Year
Access:
- Free members have access to the “Savings & Balance by Paycheck” line chart.
- Premium members have access to all current and future charts.
Lifetime Metrics
This section provides visuals to track your overall financial progress.
- Outstanding Balance and Total Saved:
- Displayed with progression indicators to the right.
- As you track each bill in the Current section, the progression percentage updates in real-time, showing how well you are maintaining your budget and achieving your debt payoff and savings goals.
Expansion
BetterBudgets is committed to providing meaningful data analytics. If you feel a key metric is missing, please let us know. We are always happy to hear from the community and aim to serve you with the best product.