Balance
How much of your income you kept, period by period. (Plus+)
The Balance page (Plus and above) focuses on one question: how much did I keep?
- Savings-rate hero — the percentage of income you kept this period, split into segments: Spending (links to the Spending page), Goals (links to Goals), and Free — what's left over.
- Surplus trend — a bar per month (or period unit) of income minus spending, with the banked total, average, high and low, and whether you're on target against your savings-rate goal. Click a bar to focus that period.
- Balance comparison — a table listing Income, Spending, Goals, Left, and Rate for each period, with summary tiles.
Use it monthly: if the rate drops, the Spending page shows which category moved.