Skip to main content
CAS
All features
CAS · DashboardSample data
In this sample month, $3,000 USD of income minus $2,700 USD of expenses leaves a $300 USD difference. That does not mean the account balance is $300.

Your personal finance overview

Dashboard

Review the income, expenses and commitments you record in CAS in one monthly overview. Understand what changed and what deserves a closer look.

Your personal finance dashboard brings recorded activity together before you explore the details. Choose a month and currency to read income and spending in the same context.

Start with CAS

How to use Dashboard

  1. Choose a month and currency

    CAS · DashboardSample data
    Select October and USD to review one period and one currency.

    Select the period you want to review. Keep the same currency when comparing amounts.

  2. Read the monthly overview

    CAS · DashboardSample data
    The sample records USD 3,000 in income and USD 2,700 in expenses: the monthly difference is USD 300.

    Review recorded income, expenses and commitments. Weekly activity and the calendar help show when they occur.

  3. Look into what changed

    CAS · DashboardSample data
    Records of USD 3,000, −1,500 and −1,200 explain the USD 300 difference for the period.

    Open the transactions, balances or payments behind a figure before treating it as a complete picture of your finances.

Monthly cash flow and account balance tell different stories

Income minus expenses describes the flow during a period. An account balance also depends on its starting balance and other recorded activity.

Missing expenses, income or commitment dates can leave the overview incomplete. CAS reflects what you record; it does not read your bank balance in real time.

Questions about Dashboard

What if I have not recorded all my expenses?

The Dashboard shows recorded activity. Add or correct missing transactions to make the monthly overview more complete.

Can I review a different month?

Yes. Change the month and check the selected currency to read the figures for that period.

Is this the same as a budget?

No. The Dashboard summarizes activity. Budgeting lets you set category limits and compare those limits with recorded spending.

Connect your records