Your Next Move Money dashboard is your command center for understanding your finances. Let's walk through each section.
Overview Section
At the top of your dashboard, you'll see:
Total Spending This Month
The sum of all transactions in the current calendar month. This updates in real-time as you upload new transactions.
Active Subscriptions
A count of recurring subscriptions we've detected. Click to see the full list and monthly cost.
Pending Review
Items that need your confirmation before they're added to your essentials. Click to review and approve.
Recent Activity
The Recent Activity feed shows your latest transactions, organized by date. Each transaction displays:
- Date
- Merchant name
- Amount
- Category (automatically assigned)
Click any transaction to see more details or recategorize it.
Detected Patterns
This section highlights patterns we've found in your spending:
Subscriptions
Regular monthly charges that appear to be subscription services.
Bills
Recurring bills like utilities, insurance, or loan payments.
One-Time Expenses
Large purchases that don't fit a pattern.
Spending by Category
A visual breakdown of where your money goes:
- Dining & Food - Restaurants, groceries, coffee shops
- Transportation - Gas, parking, public transit, rideshares
- Entertainment - Movies, games, hobbies
- Shopping - Retail purchases, online shopping
- Bills & Utilities - Recurring services and utilities
- Other - Everything else
Quick Actions
The dashboard includes shortcuts to common tasks:
- Upload Transactions - Add new data
- Review Detections - Confirm or adjust patterns
- View Spending Report - See detailed breakdown
- Manage Essentials - Update your tracked expenses
Next Steps
Now that you understand your dashboard, explore your spending patterns and set up your essentials!