Navigating the Dashboard

Your dashboard at a glance

The Finance Frank dashboard gives you an instant snapshot of your financial position for the selected entity.

Key sections

Net worth summary

At the top of your dashboard, you'll see your total net worth — the difference between your assets and liabilities. This updates automatically as you add or modify your financial data.

Assets & liabilities

A breakdown of everything you own and owe, organised by category. Click any item to view details or make changes.

Recent transactions

Your most recent imported transactions appear here with their AI-assigned categories. Click any transaction to review or re-categorise it.

Quick actions

From the dashboard you can:

• Import transactions — upload a CSV or OFX file from your bank
• Add an asset or liability — manually add a new financial item
• Ask Frank — open the AI chat to ask questions about your finances
• Switch entity — use the entity selector in the navigation bar

Navigation bar

The main navigation includes:

• Dashboard — your financial overview
• Transactions — view, import, and categorise transactions
• Assets & Liabilities — manage what you own and owe
• Budgets & Goals — set and track financial targets
• Tax — view your tax position and deductions
• Frank AI — your AI financial assistant
• Settings — account, billing, sharing, and preferences