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Your Dashboard

The dashboard is the heart of Ant Finance — a real-time view of your complete financial life.

What You'll See

Net Worth Front and Center

The first thing you see is your net worth — the single most important number for understanding your financial health.

Your net worth updates automatically as your accounts sync. Watch it grow over time!

All Your Accounts

Every connected account appears as a card showing:

  • Current balance
  • Account type (checking, savings, credit card, etc.)
  • Recent change (up or down)
  • Last sync time

Click any account to dive into its transactions.

Spending Overview

A visual breakdown of where your money goes:

  • By Category — Food, shopping, bills, entertainment, etc.
  • Over Time — See spending trends week by week
  • Compared to Average — Are you spending more than usual?

Recent Transactions

Your latest transactions across all accounts, automatically categorized and easy to search.

Tracking Progress

Net Worth Chart

See how your wealth has changed over time:

  • Short term (1 week, 1 month) — Recent changes
  • Long term (1 year, all time) — The big picture

The goal? That line going up and to the right! 📈

Financial Ratios

We calculate helpful ratios automatically:

  • Savings Rate — What % of income are you saving?
  • Debt-to-Income — How much debt compared to income?
  • Emergency Fund — How many months of expenses saved?

Dashboard Tips

Daily Check-In

Spend 30 seconds each morning glancing at your dashboard. This small habit keeps you financially aware without any effort.

Focus on Trends

Don't stress about daily fluctuations. A bad spending week won't ruin you. Look at the monthly and yearly trends instead.

Use the Refresh

If you just made a big purchase or got paid, hit refresh (↻) to see the latest balances immediately.

Customization

Pick Your Date Range

Switch between time periods to see different views of your finances.

Hide Accounts

If some accounts are distracting, hide them from the dashboard view (they'll still sync in the background).

Rearrange Cards

Drag and drop account cards to put your most important accounts first.