Dashboard Overview
The Analyze tab on the home screen is the dashboard. Where Track is about the paycheck in front of you, Analyze is about the shape of things over time.
Its subtitle is Check your stats, which is a fair description of the job: this is the reflective half of the app, not the working half.
Two ways to slice everything
At the top is a Paycheck / Month toggle, and it changes what every number below it means.
Paycheck views your money the way the app plans it — by pay period. This is the honest view. It's where you see that one check absorbs rent and another doesn't.
Month rolls those periods into calendar months. Coarser, but it's the unit everyone else uses, and it's what you want when comparing against a bill or a statement.
Neither is more correct. Switching between them is often more informative than either alone — a month that looks fine can contain a pay period that was badly stretched.
Time ranges
Alongside the toggle you can set the window:
- ›This Year
- ›This Month
- ›Last Paycheck
Short ranges show you what just happened. Longer ranges show you whether it's a pattern. A single overspent category in Last Paycheck is noise; the same category running high across This Year is a budget that doesn't match your life.
What's on the dashboard
Stat tiles — the headline figures for the current period: income, bills, expenses, debt payments, savings, and outstanding balance. See Your Monthly Numbers.
Charts — seven of them, selectable one at a time. See Reading the Charts.
Paycheck insights — budgeted versus actual paycheck amounts, how many paychecks remain, and historical income figures. See Paycheck Insights.
Where the data comes from
Everything here is built from two sources: the plan your budget generated, and the bills you've marked complete in Track.
That second part is the one to remember. The dashboard has no independent view of your finances — no bank feed, no statements. It reports what you told it. If a chart looks wrong, the first thing to check is whether the underlying bills were actually marked off.
"No data available"
You'll see this when a chart has nothing to draw. Common reasons:
- ›The budget is new and hasn't accumulated history yet
- ›The selected time range doesn't overlap any completed activity
- ›No budget is active — see Your Active Budget
Most charts need a few pay periods of completed bills before they say anything meaningful. A brand-new budget will look sparse for a couple of weeks, which is expected.
Locked views
Some dashboard views prompt Upgrade Your Plan. The extensive analytics are part of Thrive — see What's Included with Thrive.
How often to look
Once a week is plenty, and honestly once a pay period is fine. The dashboard doesn't change much day to day, and checking it constantly turns a planning tool into an anxiety loop. The daily work is in Track; this is for stepping back.