The dashboard
The dashboard shows what is due next and what each month cost, by day, by account and by category.
What is on it
- Next payment: days to the next payment, with its name and amount.
- Commitments: how many are active.
- Coming up: the next 30 charges and transfers in date order. The control at its left edge switches to past charges.
- Spending: the month's total, its number of charges and a bar for each day. For the current month it also shows the amount still to come.
- Money in: shown under the total, never added to it.
- Accounts: the month split by the account that paid, in a ring.
- Categories: the month split by category, with each share.
The month picker opens any month that holds charges. Tap an account or a category to see that month's charges for it.
Questions
Does it include transfers?
No. Transfers between your own accounts, such as a card bill, are left out of spending.
Does longbook set budgets or forecasts?
No. It reports the charges your records hold, past and planned.
Does longbook write insights about my spending?
No. longbook draws the figures. When your AI leaves a note, it shows as a mark beside that card.
How are several currencies shown?
One at a time, never converted. See "Currencies".