Read your Dashboard

The Dashboard answers one question when you open the app: what should I do next with my money?

  1. 1

    Start with your Next Best Action

    It is the single step that moves you forward now. On Premium the AI writes it from your own numbers; on the free plan it follows the app's rules.

    Start with your Next Best Action
  2. 2

    Check your Wealth Pulse

    These cards show your Wealth Score, Budget Score, Money Personality, your current Focus, your goals and your learning.

    Check your Wealth Pulse
  3. 3

    Do today's small actions

    Today's Wealth Protocol lists a few micro actions for the day. Tap Open action to do one.

  4. 4

    Keep your streak

    Momentum counts the days you show up. Don't break the chain.

Subscribe to our newsletter