Family Finance Dashboard

See where your
money flows

Wealth Balance is a budget dashboard for people who manage more than everyday spending. Allocate your monthly income across operating expenses, investments, obligations, and charity — and keep the full picture on one screen.

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wealance.com/dashboard

Jan 2026 $2,600

Feb 2026 $2,600

Mar 2026 $2,600

Apr 2026 $2,600

May 2026 $2,600

Income $2,600

Spending $2,190 84.2% of income

Current year

Actual spending $2,309 average

Net Worth $3,683 As of May 31, 2026

Current year

Net worth Monthly change

Allocation by spending

Amount % of Spending

$2,190 84.2% of income

Operating expenses $730 33.3%

Rent & utilities $900 41.1%

Unexpected expenses $180 8.2%

Charity $80 3.7%

Other $150 6.8%

B.C.: Car loan $150 6.8%

Real Estate Apartment down payment

Purchase price $9,000

Total paid $1,350

Remaining balance −$7,650

Payment progress 15.0%

Payments left17 payments

Due dateOctober 2030

Your entire financial picture, month by month.

Income Streams

Add every source of income — salary, business, rental. Recurring streams fill each new month automatically; one-time payments take a single click.

Category Allocations

Distribute income across your own categories within four groups. See the amount and the share of income each direction takes — this month, this year, or all time.

Invest Projects

Track long-term goals like property or crypto: total paid, remaining balance, and percent complete for every project.

Whatever remains after allocations becomes your savings — counted automatically, month after month.