Dashboard
Total Assets
{{fmt(dash.total_assets)}}
Net Worth
{{fmt(dash.net_worth)}}
This Month Income
{{fmt(dash.month_income)}}
This Month Expense
{{fmt(dash.month_expense)}}
Income vs Expense (6 months)
Quick Add
Transactions
| Date | Type | Category | Amount | Description | Actions |
|---|---|---|---|---|---|
| {{t.transaction_date}} | {{t.transaction_type}} | {{t.category?t.category.name:'-'}} | {{t.transaction_type==='expense'?'-':'+'}}{{fmt(t.amount)}} | {{t.description}} |
No transactions yet
Accounts
{{a.name}} {{a.account_type}}
{{fmt(a.balance)}}
Limit: {{fmt(a.credit_limit)}} | Bill: {{a.bill_day}}日 | Pay: {{a.pay_day}}日
No accounts yet. Add your first account!
Budgets
{{b.category?b.category.name:'Total Budget'}}
{{fmt(b.spent)}} / {{fmt(b.amount)}}
{{b.usage_pct}}% used
Remaining: {{fmt(b.remaining)}}
No budgets set for this month
Investments
Total Invested
{{fmt(investSummary.total_invested)}}
Current Value
{{fmt(investSummary.total_value)}}
Total Profit
{{fmt(investSummary.total_profit)}}
| Name | Type | Invested | Value | Profit | Actions |
|---|---|---|---|---|---|
| {{i.name}} {{i.symbol}} | {{i.investment_type}} | {{fmt(i.total_invested)}} | {{fmt(i.current_value)}} | {{i.profit>=0?'+':''}}{{fmt(i.profit)}} ({{i.profit_pct}}%) |
No investments tracked
Debts
Total Debt
{{fmt(debtSummary.total_debt)}}
Monthly Payments
{{fmt(debtSummary.monthly_payments)}}
{{d.name}}
{{d.debt_type}}
{{fmt(d.remaining_amount)}}
{{d.progress}}% paid off
Monthly: {{fmt(d.monthly_payment)}} | Rate: {{d.interest_rate}}%
No debts recorded
Insurance
Total Premium/Year
{{fmt(insSummary.total_premium)}}
Total Coverage
{{fmt(insSummary.total_coverage)}}
| Name | Type | Company | Premium | Coverage | Expires | Actions |
|---|---|---|---|---|---|---|
| {{p.name}} | {{p.insurance_type}} | {{p.company}} | {{fmt(p.premium)}}/{{p.payment_frequency==='yearly'?'yr':'mo'}} | {{fmt(p.coverage_amount)}} | {{p.end_date||'-'}} |
No insurance policies
Subscriptions
Monthly Cost
{{fmt(subSummary.monthly_cost)}}
Yearly Cost
{{fmt(subSummary.monthly_cost*12)}}
| Name | Amount | Cycle | Next Billing | Status | Actions |
|---|---|---|---|---|---|
| {{s.name}} | {{fmt(s.amount)}} | {{s.billing_cycle}} | {{s.next_billing_date||'-'}} | {{s.is_active?'Active':'Paused'}} |
No subscriptions tracked
Financial Goals
{{g.name}}
{{g.is_completed?'Completed':'In Progress'}}
{{fmt(g.current_amount)}} / {{fmt(g.target_amount)}}
{{g.progress}}%
No financial goals set
Reports
Income
{{fmt(report.income)}}
Expense
{{fmt(report.expense)}}
Savings
{{fmt(report.savings)}}
Expense by Category
Net Worth Breakdown
Settings
Categories
| Name | Type | Color | Actions |
|---|---|---|---|
| {{c.name}} | {{c.category_type}} | Default |
Data Export
Family Group
{{family.name}} | Invite Code: {{family.invite_code}}
Members: {{family.members.map(m=>m.username).join(', ')}}
Not in a family group