The Dashboard is the home screen. It shows one month at a time and answers a single question: for every category, how much of what I planned is left?

What's on it

Month selector at the top — jump backward or forward.
Summary block — total planned income, total planned expenses, total planned savings, and the remaining gap. In a zero-based budget the gap should be zero by month-end.
Category cards, one per active category. Each card shows:
- The category name and icon.
- The planned amount for the month.
- The actual amount logged so far.
- A progress bar — green when under budget, amber when close, red when over.
- The remaining dollars (or the overage if you're past the planned amount).
Upcoming bills card — surfaces up to 5 bills coming due in the next 7 days (recurring categories with a due day, annual events, debt minimums, one-off bills). Tap View all → to jump to the Bills page.
Annual-event Apply chip on a category row — appears on the row of any Annual Event whose renewal month is the current month. Tap "🔔 +$155 CPL Renewal" to bump that month's planned amount by the renewal amount. Idempotent — even after a hard reload, an applied event won't show the chip again.
Floating action button (+) in the bottom corner for quick transaction entry.
Floating "Remaining" widget that surfaces only when the month doesn't sum to zero. See Surplus and deficit below.

Reading the progress bar

A progress bar fills as transactions hit the category. The math is the same on every type:

Expense category — actual / planned. Full bar means you've spent everything you planned.
Income category — actual / planned. Full bar means you've earned everything you planned.
Savings category — actual / planned. Full bar means you've moved everything you planned to savings.

The bar's color is a soft signal, not a rule. A red Groceries bar on the 28th of the month is fine. A red Groceries bar on the 5th is not.

Edit a planned amount

On the Dashboard, tap the category card.
Edit the planned amount for this month.
Save.

This only changes the current month. The category's default amount and other months stay untouched. If you want a permanent change, edit the default in Categories.

Switch months

Tap the month selector at the top to jump to a specific month.
Use the arrows on either side to step one month at a time.

You can plan months in advance — useful for upcoming irregular months like December or tax months. Future months pre-fill from each category's default amount and recurrence schedule.

Surplus and deficit (the floating Remaining widget)

A zero-based budget should sum to zero — total planned income minus total planned expenses minus total planned savings should land at $0. When it doesn't, a floating widget appears at the bottom of the Dashboard with a one-tap action.

Surplus (green, "+$X left to plan"): you have unassigned dollars. Tap Assign to push the remaining amount into a category's planned amount for the current month.
Deficit (red, "−$X over"): you've planned more than your income covers. Tap Reduce Plan to pick a category and trim its planned amount by the over-assignment delta. The modal pre-fills the full delta but you can edit it before confirming, or tap Max to snap back to the full amount.

Both actions only change the current month's plan. The category's default amount and other months stay untouched. The Reduce Plan modal only lists expense and savings categories with a planned amount above $0 (sorted largest first); income categories and hidden categories aren't reducible from this UI.

If you'd rather edit a specific category directly, tap any category card on the Dashboard and edit its planned amount inline — same effect, just more targeted.

When the dashboard looks empty

If a category isn't showing for the current month, one of three things is true:

The category is archived — open Categories to unarchive it.
The category's active months don't include this month — useful for things like a quarterly subscription.
The category is on vacation mode — see the Vacation mode article.

What's next

Categories — types, recurrence, defaults, and how active months work.
Transactions — add, edit, find, and delete.
Bill Reminders — the three-bucket queue the Upcoming bills card links to.
Annual Events — what feeds the Apply-to-budget chip on category rows.