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Tovari Docs

Dashboard

What the dashboard is for

Section titled “What the dashboard is for”

The dashboard is the answer to “where am I?” — the screen you land on after signing in, and the one to come back to when you want the state of your money in a few seconds rather than a few minutes.

It leads with Safe to Spend, then shows a set of cards that each open the screen behind them. Nothing on the dashboard is edited in place: a card is a summary and a way in.

The dashboard is different on each of the three surfaces

Section titled “The dashboard is different on each of the three surfaces”

Tovari runs in three places, and each of them shows a different set of cards — chosen for the room available and for what you are likely to want there. A computer has space for the long view; a phone leads with what you can act on now.

That means this page is not a single list of cards with different layouts. Read the tab for the place you are actually using, and the platform map if you want to compare them side by side.

Every figure comes from Tovari

Section titled “Every figure comes from Tovari”

No dashboard figure is worked out by the screen showing it. Safe to Spend, your balances, your net worth, your budget totals and your spending breakdowns are all calculated by Tovari and sent to the app, which draws them.

Two consequences:

  • The surfaces cannot disagree. The same figure on a computer, a phone browser and the mobile app is the same figure, not three independent sums that happen to line up.
  • A figure only changes when your data does. If a number looks wrong, the answer is in the underlying transactions, accounts or bills — not in the card.

Numbers that are still loading, or that could not be loaded, are shown as such rather than as a zero. A dash means “not known yet”, never “nothing”.

The top of the screen

Section titled “The top of the screen”

The header carries Safe to Spend with the end of your planning window, and four figures across from it: Income Received, Total Budgeted, Total Spent and Net Worth.

Net Worth is a point-in-time figure, so when you are looking at a period longer than a month it is labelled as being as of today — the others describe the period you picked.

That period is yours to choose: This month, Last month, Last 3 months, or a specific month. An Add Transaction control sits in the same row.

The cards

Section titled “The cards”

The computer layout carries the fullest set:

  • Balance projection — where your balance is heading across the coming weeks, given what is scheduled.
  • Spending by category and Spending by payee — where the money in the chosen period went.
  • Savings goals — progress against the goals you have set.
  • Watched categories — the budget categories you have chosen to keep an eye on.
  • Upcoming bills — what is due next.
  • Account balances — every account at a glance.

Each card opens the screen behind it, so the dashboard stays a starting point rather than a place you work in.

On a phone browser

Section titled “On a phone browser”

The phone-browser dashboard is a shorter, tap-first set rather than the computer layout squeezed down:

  • Safe to Spend across the top; tapping it opens the account-by-account breakdown as a full-height sheet.
  • Three quick figures — Income, Spent and Net Worth.
  • Your budget — the month’s categories in brief, with a way through to the Budget screen.
  • Upcoming Bills — what is due next, with a way through to Bills.
  • Recent Activity — the latest transactions, with a way through to Accounts.

The spending-by-category, spending-by-payee, savings-goals, watched-categories and account-balances cards are not in this layout. Use View Desktop Site in the More menu, or open Tovari on a computer, to see them.
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