Get a quick pulse on your budget the moment you open the app: account balances, envelope health (how many envelopes are negative this month), your favorite envelopes with balance bars, and recent transaction activity, all in one view.

Insights Dashboard showing account balances and envelope health
The Insights Dashboard: your budget at a glance
Insights Dashboard showing favorite envelopes and recent transaction activity
Favorite envelopes and recent activity

Customize the Dashboard

On the Home tab, tap Customize to:

  • Rearrange the insight cards
  • Hide the ones you don’t use
  • Change their size (Small, Medium, or Large)

Want the app to open somewhere else? Change the Starting Tab on the Settings tab.