Understanding Your Dashboard

The Overview screen

Your dashboard is the home screen of ASA Vault. It provides a snapshot of your entire financial picture at a glance.

The dashboard displays the following cards:

Net Worth — Your total assets minus your total debts, with a trend indicator showing whether it has gone up or down.
Assets — The total value of all your assets with a percentage change indicator.
Debts — The total value of all your debts with a percentage change indicator.
Recent Transactions — A summary of your recent spending activity.
Move Money — Shows any transfers currently in progress.
Credit Report — Displays your credit score or enrollment status.

Tap any card to drill into the details. For example:

Tap Assets or Debts to see a detailed breakdown with charts.
Tap Recent Transactions to view your full transaction history.
Tap Move Money to manage transfers.
Tap Add Account to link a new financial institution or add assets/debts manually.

Use the tabs at the bottom of the screen to navigate between the main sections: