Dashboard v1.05.3

Database Connected

PRIMARY CHECKING

Everyday Checking

AFTER PENDING

$4,821.32

Bank Balance $4,821.32

Demo Bank

SECONDARY CHECKING

Asterisk-Free Checking

AFTER PENDING

$0.00

Bank Balance $0.00

Huntington Bank

LAST REFRESHED —

▤

Outstanding Bills

$1,821.16

✓

Available After Bills Current Calendar Month

$3,000.16

↔

Difference

$0.00

◷

Upcoming Bills

This Week 0

This Month 0

ACCOUNTS

Connected Accounts

AT A GLANCE

Dashboard Snapshot

Open a quick summary only when you want it.

REMINDERS

Quick Notes

PENDING MONEY

Manual Adjustments

Committed expenses that have not reached the bank yet.

Total adjustments $0.00

BILLS

Bills — This Month

Choose month

STILL TO PAY

Bills Due

$0.000 bills

COMPLETED

Bills Paid

$0.000 bills

BILL MANAGEMENT

Bills

Add, edit, pay, and review all monthly and annual bills.

Outstanding $0.00

Due This Week 0

Due This Month 0

Paid 0

Monthly Bills

View period

Bills Paid

0 bills$0.00

Annual Bills

ACCOUNT MANAGEMENT

Connected Accounts

Manage all manual and Plaid-connected accounts.

RECENT EVENTS

Activity

Refreshes, payments, account changes, connections, and alerts.

From Through

BANK ACTIVITY

Transactions

Latest 20 imported Plaid transactions. Nothing is marked paid automatically. When a transaction looks related to an unpaid bill, you can review it and choose Mark as Paid.

RECURRING COSTS

Subscriptions

Track recurring services and scan your bank history for likely monthly or annual subscriptions.

BY PAYMENT METHOD

Payment Method Analysis

See where your recurring charges are being paid and click a payment method to filter the list.

BY CATEGORY

Monthly Cost Breakdown

MANAGE

My Subscriptions

Filter by category or sort the list to quickly see where your recurring money is going.

CategoryPayment MethodSort by

SMART SCAN

Possible Subscriptions

The first scan reviews 18 months; later scans review the most recent 6 months. Lower-confidence recurring charges are shown for your review instead of being silently skipped.

✓Ready to scan imported transactions.

DELIVERY BUSINESS BANKING

DoorDash Account

Financial totals from Huntington for DoorDash and Uber Eats. Dash details and mileage remain in Dash Ledger.

Asterisk-Free Checking—Not found

Tax Savings Tracker$0.00Calculated from checking transfers

DoorDash Deposits$0.00

Uber Eats Deposits$0.00

Business Expenses$0.00

Personal Use Spending$0.00

Actually Moved to Tax Savings$0.00

Should Be in Tax Savings$0.00TAX RATE %

Tax Savings Difference$0.00On target

Net After Expenses$0.00

Needs Review0

AUTOMATIC TRACKING

Delivery Account Activity

Posted transactions count in totals. Use the selectors when a bank description or expense category needs correcting.

SPENDING BY CATEGORY

Expense Overview

Posted money-out transactions for the current calendar month, grouped by Plaid category. Pending transactions and deposits are excluded.

Total Spent $0.00

Categories 0

Transactions 0

DATA PROTECTION

Backup & Restore

Create a secure snapshot of your dashboard data. The server keeps only the 10 newest backups. Restore is available from a retained server backup and creates a safety backup first.

Last Backup No backup created yet Checking backup health…

Included in each backup

✓ Bills✓ Accounts✓ Transactions ✓ Category overrides✓ Quick Notes✓ Activity ✓ Manual adjustments✓ Category list

App Support Package

Download the app files, database structure, diagnostics, and a current data backup needed for future repairs and updates.

Passwords, Plaid credentials, API keys, sessions, and security logs are excluded.

Restore From Your Computer

Use one of the Dashboard JSON backup files you previously downloaded.

A fresh safety backup of the current database is created automatically before the uploaded backup is restored.

Recent Backups

Up to the 10 newest backups are retained on the server.

Restore protection

Before any restore, the application automatically creates a fresh safety backup of the current database. Restore runs as one database transaction, so a failed restore is rolled back instead of leaving partial data.