The Dashboard Overview page takes all of your account information and gives you quick overview widgets of specific sections within your dashboard account, along with built-in links to get more detailed information for those particular sections. You can access this page by selecting Home > Overview from the menu bar at the top of your dashboard.
Net Worth: This shows you the current total net worth of all your accounts for the past 365 days. At the bottom of the graph you will see the 365-day change value along with the 1-day change. At the top of the graph is your net worth total. You can also hover over the graph and get values for the 1-day changes and the net worth for specific days on the graph.
Performance: This shows you the value of all your investment accounts for the past 90 days. At the top of the graph you will see the current balance of your Portfolio. You can also hover over the graph to see specific dates, along with the portfolio balances and 1-day changes for those specific dates.
Retirement Savings: This shows a quick look at your retirement saving goals with a meter showing you how much you have saved toward your goal. At the bottom, you will see a message telling you how much you still need to save, or a message congratulating you for fulfilling your goal.
Market Movers: This shows a basic graph with the 1-day percent changes of your holdings based on the S&P 500, US stock, Foreign stock, and US bond indexes. You can click on the graph and it will take you to the Holdings page of your Portfolio.
Budgeting: This shows your overall Budgeting progress for the current month compared to the previous month. You can find more information about this tool by clicking the following link: Using the Budgeting Widget.
Cash Flow: This shows you the inflow (income) and outflow (expenses) for all of your accounts for the current and previous months. It's a simple way for you to see how much you are saving or spending. You can hover over any part of the colored bar graphs to see the category and amount. If you click on any section of the bar graphs, you will be taken to the Cash Flow page where you will see the complete details for transactions in that specific category. You can find more information about this tool by clicking the following link: What is the Cash Flow Graph, and How is it Useful?
Emergency Fund: This shows a bar graph for a full year of the amounts of cash in your bank accounts (blue) for each month, compared to the target emergency fund range (green) you are aiming for each month. At the top of the graph you will see the total of your linked bank accounts.
Debt Paydown: This shows how much of your debt you have been able to pay and what remains for the current calendar year. At the bottom of the graph you will see the change to the debt amount for this year, which is calculated as the year-to-date balance change of your linked debt (liability) accounts. At the top of the graph you will see the total amount of debt still owed for your linked accounts. You can hover over the graph to view the specific changes for each specific date. If you click on the graph it will take you to the Debt Paydown section of your Savings Planner.