This dashboard empowers users to take control of their finances with real-time account aggregation, actionable insights, and seamless budgeting tools. Below is a demonstration of the core features your clients will experience:
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📊 Portfolio Overview
$2,500 💵
Checking
$8,200 🏦
Savings
82% of savings goal
$15,000 📈
Investments
-$1,200 💳
Credit Card
Net Worth Progress: $24,500 (70% of goal)
See all your accounts in one place
Track balances and net worth over time
Visualize your financial health at a glance
🧾
📅 Budget Log & Activity
Groceries$120
Dining Out$45
Gas$60
Shopping$89
Automatic categorization of transactions
Set spending goals and track progress
See recent activity and budget alerts
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Unlock Premium Features
Get advanced analytics, custom alerts, and priority support with our premium plan.
“
The Plaid integration is seamless—connecting all my bank accounts took less than a minute. The real-time transaction sync and account aggregation are game changers for my financial planning.