Finances Dashboard

Monthly Spend

Spend By Category

Category Trends By Month

Use the trend window and category toggles to compare spending patterns across time without changing the main month filter above.

Trend Start

Trend End

Trend Categories

Essentials vs Fixed vs Optional

Required household spending separated from fixed, flexible, and optional spend.

Essentials vs Discretionary

Non-Essential Spending Focus

Non-Essential Spend By Person

Top Non-Essential Sources

Person + Category Hotspots

Show spending detail

Household Split

Top Spending Rows

AMEX Spend vs Payoff

Monthly Debt Activity

Monthly Operating Scorecard

Debt Summary

Show Y12 detail

Y12 Account Breakdown

Y12 Counterparty Flows

Y12 Focus Rows

Fees vs Interest By Month

Fees & Interest By Source

Credit Account Status

Fee Breakdown

Interest Breakdown

Fees & Interest Detail

Review Queue

Uncategorized Rows