The dashboard

The dashboard is the at-a-glance view of one wallet: a row of headline figures and a set of widgets under them. The reports are where you go when a widget raises a question.

Widgets

What is on it, broadly:

• Net worth over time, and the change over the selected period
• Distribution — by asset type, by asset group, and by how liquid each holding is
• Income and expenses — a bar chart per period, a Sankey of where money flowed, a treemap of spend by category, and a heatmap of the headline figures over time
• Top merchants by spend
• Open transactions — the count of things still waiting on you

Every one of these is computed server-side from the same data slices the API exposes, so a number in a widget and the same number from the API cannot disagree.

The period control

One control at the top sets the window for everything below it: a named range (this month, year to date, last year, all time) or an explicit pair of dates. Widgets that show a series bucket by month or by day depending on how long the window is.

Hiding amounts

There is a toggle that hides money. It blurs every figure and, importantly, does not draw the charts either — a blurred total above a legible curve of the same series gives the number away, so charts of money render a notice instead of a shape.

It covers totals and balances, not individual transaction amounts, which is the right trade for its actual use: showing someone your screen without showing them your position.