how it works

Dashboard Summary Cards

What each card on the dashboard shows and how the numbers are derived.

by greg 3 min read

Overview

The Piggy Bank dashboard shows four summary cards at the top, giving you a quick snapshot of your financial health:

Net Worth

Shows your combined net worth across all accounts and assets, minus liabilities. The trend arrow compares this month to last month.

Monthly Income

Total income this month from one-time transactions plus recurring income. The comparison shows the change from the previous month.

Monthly Expenses

Total spending this month. For expenses, a decrease (negative trend) is shown in green since spending less is generally good.

Cash Flow

Income minus expenses for the current month. The savings rate percentage is shown alongside. Green when positive, Heritage Orange when negative.