Monthly progress report

The monthly progress report is only available in the mobile app. You can find it on your dashboard and includes 11 steps:

  • Cash Flow (Income, Expenses, Savings)
  • Plan Progress (Actual vs Planned)
  • Top Income Categories
  • Top Expense Categories
  • Cash Flow Trends (Last 4 Months)
  • Net Worth
  • Asset Balances
  • Asset Breakdown
  • Liability Balances
  • Liability Breakdown
  • Net Worth Progress (Last 4 Months)


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