Dynamic Charting

Key Benefits

• Visualize Long-Term Wealth
  The Account Balance Chart projects your financial trajectory up to 5 years into the future. Click into specific time points to drill down and see exactly which transactions are impacting your net worth.
• Analyze Spending Hierarchies
  The Category Breakdown uses an interactive Sunburst chart to display a multi-tiered view of your expenses. View high-level categories in the center, subcategories in the middle ring, and individual items in the outer layer.
• View Upcoming Obligations
  The Unpaid Expenses bar chart groups liabilities by urgency such as "Overdue" or "Within 3 Days." Quickly see which expenses need attention first.
• Trace Money Movement
  The Cash Flow Analysis includes a Sankey flow diagram that visually maps the lifecycle of your money. See exactly how funds transfer from specific accounts into expense categories.
• Monitor Net Flow Trends
  Toggle the Cash Flow chart to a bar view to analyze income versus expenses over flexible timeframes like Pay Period, Month, or Year. See whether your net flow is positive or negative and verify it matches your planner data exactly.