Dashboard

The dashboard is your home base in Cadence. It gives you a quick snapshot of your financial health, pulling together key information from your accounts, budgets, and goals into a single view.

At the top of the dashboard, you can switch between two main charts:

• Net Worth — Tracks your total assets minus liabilities over time, so you can see your financial trajectory.
• Budget Trend — Shows your spending patterns across budget categories over recent months.

Tap or click on any data point in either chart to see the exact values for that period.

Below the charts, the dashboard displays a set of widgets that surface useful information:

• Insights — Observations about your spending habits and trends.
• Suggestions — Actionable recommendations to help you save more or optimize your budgets.
• Recent Activity — Your latest transactions across all accounts.
• Upcoming Activities — Bills, subscriptions, and other recurring expenses coming up soon.
• Monthly Budgets — A quick view of how your monthly budgets are tracking against their limits.
• Annual Budgets — Year-to-date progress on your annual budget categories.

You can personalize which widgets appear and in what order. Tap the “Customize” button on the dashboard to toggle individual widgets on or off and drag them to rearrange their position. Your layout preferences are saved automatically.