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Summary and charts

The Summary page (/) is the dashboard — the one page you open most often. It has three blocks.

1. The scorecard​

Three numbers at the top:

  • Net worth — Total assets − Total liabilities, converted to your default currency
  • Total assets — sum of all active assets
  • Total liabilities — sum of all active liabilities (both standalone and asset-linked)

A sub-line shows monthly delta — how the number changed vs. last month (e.g. +12,400 PLN · +2.3%).

On mobile the scorecard is a swipable carousel showing one card at a time.

2. Breakdown by category​

Two charts side by side:

  • Asset breakdown — distribution of your assets by category (or by group, if you drill down)
  • Liability breakdown — same for liabilities

Beside each chart sits a category toggle list. Tick or untick categories to include or exclude them from both the chart and the scorecard totals above.

Drill-down​

The breakdown charts support three levels:

  1. Groups (if you have them defined)
  2. Categories (within a group, or top-level if ungrouped)
  3. Individual items (a specific asset or liability)

Click a wedge to drill in; click the up-arrow / breadcrumb to climb back out.

Standalone vs. asset-linked liabilities​

The liability chart has an extra toggle pair:

  • Standalone liabilities — debts not tied to any asset (personal loans, credit cards for general spending)
  • Asset-linked liabilities — debts that exist because of a specific asset (a mortgage against a house)

Flip these on and off to see your liabilities with or without the mortgages and asset-tied loans.

3. Net worth over time​

An area chart along the bottom of the dashboard with three series:

  • Net worth (primary, strongest colour)
  • Total assets (secondary)
  • Total liabilities (tertiary)

One data point per month.

Date range​

The chart defaults to a rolling 12-month window ending at the current month. Drag the start-date picker in the chart header to move the window earlier or later.

Filters the chart respects​

  • Category toggles — unticking categories removes their contribution from every month in the chart, not just the current one
  • Liability toggles — same for standalone vs. asset-linked

Useful when you want to see, say, net worth excluding your main apartment (to track your "liquid" net worth separately).

Tips for reading the dashboard​

  • If a line is jumping around more than you expect, check your historical entries — a single mis-dated snapshot can cause a visible kink.
  • If a recent month looks flat, it usually means you have not updated any asset balances that month. Only the Value/Balance dates you have explicitly logged produce data points — the chart does not interpolate.
  • The scorecard and the chart share the same filters. If you unticked a category to clean up the chart, the scorecard total above will also be lower. Re-tick everything to get back to the true net worth.