Your Money at a Glance: A Tour of the WIMM Dashboard

The dashboard is the first thing you see when you open Where Is My Money, and it is built to answer one question fast. Where did my money go this month, and where is it heading. You should be able to glance at it for ten seconds and know whether you are on track.

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Here is what each part of the dashboard does and why it earns its place on the screen.

The four numbers at the top

Across the top you get four stat cards. Spending, Income, Net, and Savings Rate for the current month. Each one shows a trend, and a small toggle above the row lets you flip the comparison between MTD (the same window of last month, day for day, so the number means something every day of the month) and Projected, where the app extrapolates your current pace to a full-month estimate and compares it to last month's total.

Net is simply income minus spending. When it is green you brought in more than you spent. When it is red you did not. Savings Rate turns that into a percentage, which is the single most honest measure of a healthy month. A lot of people have never seen their real savings rate before, and the first look can be a wake up call in the best way. Its trend shows percentage points, not a relative percent, because a jump from 24% to 25% is one point, not a 4% increase.

Where the money actually went

Two donut charts sit side by side. The first, Spent So Far This Month, breaks your spending into top level categories so you can see at a glance that groceries took a bigger slice than you thought. The second, Expected Remaining This Month, flips it around and shows how much budget you have left in each category.

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If anything has gone past its limit, an alert banner appears above the charts listing exactly which categories are over and by how much. No hunting required. The problem finds you.

Budgets, goals, and bills in one column

The Budget Overview widget gives you a one line summary like "6 of 8 budgets on track" and then shows a pace indicator. It tells you how far through the month you are versus how much of your budget you have spent. If you are 40 percent through the month but have already spent 80 percent of your dining budget, the pace status flags it before payday does.

Below that, Savings Goals Overview shows your top active goals with progress bars, and Upcoming Bills lists what is due soon so nothing sneaks up on you.

The trend and the latest activity

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The Income vs Expenses chart plots six months of daily activity so you can see the shape of your year, not just one month in isolation. Finally, Recent Transactions lists your five latest purchases with the merchant, category, date, and amount, so you can confirm everything looks right without leaving the page.

Filter by account when you need to

Everything on the dashboard responds to an account filter. Pick one institution and every chart, every total, and every budget redraws for just that account. This is handy when you want to look at one credit card in isolation, or see the joint account on its own.

Why this matters

Mint used to be where millions of people checked this kind of overview, and when Intuit shut it down in early 2024 a lot of households lost their daily money habit. Apps like Monarch and Copilot rebuilt the tracking dashboard, and WIMM does too, with the budgets, bills, and savings goals woven into the same view instead of scattered across tabs. The point is not to admire charts. The point is to make the healthy ten second check so easy that you actually do it every day.

See your own dashboard

The fastest way to understand it is to see it filled with real numbers. Try the live demo at app.wimm.money/demo, or connect your first account and watch the dashboard come to life in minutes.