The Overview DashboardThe Overview (Home) is the screen the application opens to: your position at a glance, and a short list of anything that actually needs a decision.
The four tiles
- Net Worth — assets minus liabilities, the same figure the Net Worth page breaks down.
- Available Cash — what you could spend today. Excludes crypto by design (market value isn't cash).
- Total Debt — cards and loans, as a magnitude; the label carries the direction, so it is never a confusing negative.
- Net Cash Flow — money in minus money out since the start of the month.
Needs Attention
The dashboard's working list — only things with a real action, each with its button:
- An account whose transactions haven't been reconciled in a long while — Reconcile.
- Imported transactions with no category — Review.
- An overdue scheduled bill.
- A failed backup — the one alarm that is always red.
- A budget category that's gone over plan.
When there's nothing to do, the panel says so briefly instead of inventing urgency.
The rest of the page
Net Worth Trend charts your recorded snapshots. Upcoming Cash Flow lists the next 30 days of scheduled bills and income. Spending This Month shows your top categories. Investments appears only when you actually hold any. Recent Transactions lists the latest activity — select one to inspect it, including its import evidence. Every panel's “View →” link goes to the full workspace.
Still need help?
If you're still stuck, contact us or email support@rockriverresearch.com — you will reach the people who build RockSolid Money.