Your Financial Dashboard

A good dashboard creates a sense of calm control — showing you, at a glance, how your entire system is flowing.

Using Apps Like Monarch, YNAB, Tiller, or Notion Dashboards

• Monarch Money gives a real-time snapshot of accounts and transactions.
• YNAB (You Need a Budget) connects automation with purpose by assigning every dollar a job.
• Tiller links your bank data to Google Sheets or Excel for customizable visibility.
• Notion dashboards let you create a personalized “Money HQ,” integrating budgets, goals, and reminders in one space.

Designing Your Own “Money Command Center”

Think of your dashboard as your financial cockpit. At minimum, it should show:

• Account balances and cash flow trends
• Upcoming bills and transfer dates
• Progress toward key goals (debt payoff, emergency fund, investments)

It should feel calm, not cluttered — a map of your financial river system at a glance.

Setting Up Alerts and Review Reminders

Automation thrives with feedback.

Set up alerts for low balances, large withdrawals, or missed payments.

Create calendar reminders for monthly reviews.

These small feedback loops keep your automation honest — ensuring your system stays alive, adaptive, and aligned.