Getting Started
Understanding the dashboard
A quick tour of every widget and what it tells you about your finances.
The FinTrack dashboard is designed to give you a full picture of your financial health at a glance. Here's what each section shows.
- Net Worth widget — your total assets minus liabilities, updated in real time.
- Spending this month — total spend vs last month, color-coded by budget status.
- Budget bars — progress bars for each active budget category.
- Goals — progress toward your savings and financial goals.
- Recent transactions — your last 5 transactions with category labels.
- AI Insights — one-click access to your latest AI-generated financial summary.
Tip
You can reorder and hide widgets from Settings → Dashboard Layout (Pro feature).
More in Getting Started
View all →How to create your FinTrack account
Step-by-step guide to signing up with email, Google, or Apple.
Creating your first budget
Learn how to set up a budget in under 5 minutes and start tracking immediately.
Adding and categorizing transactions
Manually add transactions or upload a receipt and let AI handle the rest.