Understanding The Dashboard

Dashboard Overview

The Dashboard consists of three sections:

1. Monthly Metrics
2. Charts
3. 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:
  1. Monthly totals for income
  2. Expenses
  3. Debt payments
  4. 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:
  1. Paycheck-to-Paycheck
  2. Month-to-Month
  3. 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.

---