Understanding the Greenback Dashboard
Open Greenback and the first thing you’ll see is the story so far: net worth, accounts, recent activity—everything that matters, without the noise. The dashboard isn’t just a landing page; it’s a decision surface. Here’s how to read it quickly and use it well.
Dashboard Overview
At a glance, you’ll see an interactive net worth chart, a breakdown of your accounts, a snapshot of recent transactions, and quick actions for common tasks. Each section is clickable, because the “why” behind a number is usually one tap away.
Net Worth Chart
What is Net Worth?
Net worth is assets minus liabilities—the simplest, most honest summary of your financial position.
Chart Display Options
Switch between 1M, 3M, 6M, 1Y, and ALL to change the lens. Recent views show daily points; longer spans use monthly aggregation so trends, not dots, take center stage. Tap any point for the exact value and date.
Chart Components
The net worth line tracks the whole story; assets and liabilities provide the context. When the green area grows faster than the red, you’re compounding. If the red swells, you’ll see it—and why—right here.
Reading the Chart
Up and to the right means your plan is working. Sideways means you’re holding ground. Sudden drops deserve an explanation—tap around to find it in accounts or transactions.
Account Breakdown
Connected Accounts
Balances update as your institutions report them. Cards, checking, savings, investments—it’s all consolidated here, with last‑updated timestamps when you need to sanity‑check freshness.
Manual Assets and Debts
Manual entries—homes, vehicles, special assets, private loans—live alongside connected accounts so your dashboard reflects real life, not just what’s online.
Account Status Indicators
Status badges tell you what’s healthy, what needs a quick re‑auth, and what’s still syncing. Fix the yellow triangles first; your reports will thank you.
Recent Transactions
Transaction Feed
Your latest activity, in one place. It’s perfect for a quick morning scan and catching anything that looks out of character.
Transaction Information
Tap through to see the merchant, amount, date, category, and source account—and to recategorize when you want the story told more accurately next time.
Dashboard Metrics
Key Numbers Displayed
You’ll see your current net worth, how it changed over the selected period, the percentage shift, and how many accounts are in the mix. They’re small numbers with big narrative power.
Metric Calculations
It’s all transparent: net worth is assets minus liabilities; period change compares now to the start; percentage change puts that shift in context.
Dashboard Interactions
Pull to Refresh
Pull down anywhere to sync everything. It’s the easiest way to make sure you’re looking at right‑now data.
Time Period Selection
Switch periods to change perspective. Recent windows are detailed; long windows are smooth. Both are useful.
Quick Actions
Add a cash transaction, jump into the full transaction list, dive into any account, or head to Settings—all without leaving the dashboard.
Customizing Your Dashboard
Display Preferences
- Theme Selection: Light or dark mode
- Chart Colors: Customize chart appearance
- Metric Display: Choose which metrics to show prominently
- Account Visibility: Control which accounts appear in breakdown
Notification Settings
- Balance Alerts: Get notified of low balances
- Large Transactions: Alerts for unusual spending
- Account Updates: Notifications when accounts sync
Understanding Dashboard Data
Data Sources
What you see blends connected accounts, your manual entries, and a few calculated figures like net worth. It’s one canvas with multiple layers.
Data Freshness
Balances often update in near‑real‑time; transactions can take minutes or hours to appear depending on the institution. If something looks stale, pull to refresh.
Data Accuracy
Balances come straight from your banks. Pending transactions are labeled, and currency conversions happen for you when accounts cross borders.
Dashboard Troubleshooting
Blank or Empty Dashboard
If the canvas looks empty, connect at least one account, fix any connection warnings, and pull to refresh. A restart never hurts if things seem stuck.
Incorrect Net Worth
Suspect the number? Update manual items, refresh connected accounts, and make sure nothing crucial is missing or errored.
Chart Not Loading
No chart? Check your connection, try a shorter time period, and restart the app. Clearing cache can help on stubborn days.
Account Balances Not Updating
If balances lag behind reality, check account status, refresh, or re‑link. Occasionally the bank needs the nudge.
Dashboard Best Practices
Short daily check‑ins, deeper weekly looks, and a monthly review create a cadence that keeps you informed without overwhelm. Use the data to drive clear goals—and let anomalies spark questions, not panic.
Advanced Dashboard Features
Export Options
Generate clean PDFs, export CSVs for deeper analysis, or schedule summaries to hit your inbox on autopilot.
Goal Tracking
Set goals, watch progress, celebrate milestones, and adjust as life does what life does.
Trend Analysis
Spot patterns, understand seasonality, and keep your eye on long‑term growth. The dashboard is a lab bench for your financial life.
Mobile vs Web Dashboard
Feature Parity
Mobile and web share the core experience; the web adds a bit more room for bigger tables and wider charts.
Sync Between Platforms
Everything stays in sync. Some features keep working offline, and calculations match across platforms so you’re never comparing apples to oranges.
Getting Help with Dashboard Issues
If something feels off, start with the troubleshooting notes above. Still stuck? Reach us via Settings → Support. The dashboard’s job is clarity; we’ll help it do that.