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Explore Your Dashboard

Your dashboard is your financial command center. Let's walk through what you'll see and how to use it.

The Big Picture​

At the top of your dashboard, you'll see the most important number: your net worth.

Net Worth = Everything You Own − Everything You Owe
           (Assets)              (Debts)

This single number tells you where you stand financially. Watch it grow over time!

What Counts as Assets?​

  • Bank account balances
  • Investment accounts
  • Retirement accounts (401k, IRA)
  • Crypto holdings
  • Anything else of value you track

What Counts as Debts?​

  • Credit card balances
  • Loans (mortgage, auto, student, personal)
  • Any money you owe

Your Account Cards​

Below your net worth, you'll see cards for each connected account:

🏦 Chase Checking

$5,234.56

Last updated 5 minutes ago

Each card shows:

  • Account name and institution
  • Current balance
  • Last sync time
  • Quick trend (up or down recently)

Tip: Click any account card to see all transactions for that account!

Understanding the Charts​

Net Worth Over Time​

This chart shows how your wealth has changed. You can view:

  • 1 Week — Recent changes
  • 1 Month — Short-term trend
  • 3 Months — Medium-term view
  • 1 Year — The big picture
  • All Time — Your entire journey

Spending Breakdown​

See where your money goes with a visual breakdown by category:

  • 🍔 Food & Drink
  • 🛒 Shopping
  • 🚗 Transportation
  • 🎬 Entertainment
  • And more...

This helps you spot areas where you might want to cut back.

Quick Actions​

From your dashboard, you can:

ActionWhat It Does
+ Connect AccountAdd another bank or card
↻ RefreshGet the latest data now
View All TransactionsSee spending across all accounts

Customizing Your View​

Hide Accounts​

Want to focus on certain accounts? You can hide others:

  1. Go to Settings → Accounts
  2. Toggle visibility for each account
  3. Hidden accounts still sync, they just won't clutter your dashboard

Change Time Period​

Use the date selector to look at different time ranges. This affects your charts and transaction views.

What Those Numbers Mean​

Available vs. Current Balance​

  • Current Balance: Total money in the account
  • Available Balance: Money you can actually use right now (excludes pending transactions or holds)

Pending Transactions​

Transactions marked "Pending" haven't fully processed yet. They'll usually clear in 1-2 business days.

Mobile Dashboard​

On your phone, the dashboard is optimized for quick checks:

  • Swipe between accounts
  • Pull down to refresh
  • Tap your net worth to see the breakdown

Making the Most of Your Dashboard​

Check In Regularly

Even a quick 30-second glance at your dashboard each day helps you stay on top of your finances. Many users check while having their morning coffee!

Watch the Trends

Don't stress about day-to-day fluctuations. Focus on the overall direction. Is your net worth trending up over months? That's what matters.

What's Next?​

Now that you know your way around, let's explore the features that make Ant Finance special:

💡 AI Insights

Get personalized recommendations based on your spending.

Learn about insights →

👥 Community

Connect with others and share your financial journey.

Join the community →