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Life Dashboard
Planner
All toolsEvery planner keeps its own records. This page reads all of them, projects each onto one common event, and lets you narrow the result by person, property, source, asset class, location, account or year. Nothing here changes your data — it is a reader.
Where the value is
Priced holdings by asset class, in the current filter
Cash by year
Money in less money out, cash only
Timeline
| Date | Record | Source | Asset class | Kind | Measure | Dimensions | Amount |
|---|
Reconciliation
Every total above is the sum of these contributions. A source with no saved data contributes nothing and is shown as missing rather than as zero, so a gap is never mistaken for a balance.