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Project Cascabel

Personal Finance Dashboard

Nick

Administrator

NW

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Insights Hub

Visualize spending patterns and financial health

Period:

Cascabel Intelligence

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Total Spend
Transactions
Fixed
Needs
Wants

Where is My Money Flowing?

No spending data available for the selected period

Active ()
Excluding
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No outliers detected
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Fixed (Commitments)
Needs (Essential)
Wants (Discretionary)
Categories & Merchants

How Consistent is My Spending?

Selected:
Click a category to explore
Category Group
5 10 All
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Excluding
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Insight: shows the most monthly variation. is your most predictable category.
Monthly Range (Min to Max)
Average

Monthly Trend for (By Merchant) Category Trend Detail

Select a category above to see detailed trends

Click any bar in the chart to explore

Summary

Average
Trend
Min Month
Max Month

Top Merchants Selected Merchants

No merchants selected
5 10 All

When do I Spend the Most?

Less More
Busiest Day
Quietest Day
Weekend Avg
/day
Weekday Avg
/day
Zero-Spend Days
/
Peak Day
| Total:
Merchant Category Amount
No transactions on this day

No spending data available for the selected period

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Projected Monthly
Avg next months
vs Budget
Spending Trend
Month-over-month

Projected Spending Trends

months historical → months projected

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Key Observations

Select a period with data to see insights

FIXED

Projected:
Budget:

NEEDS

Projected:
Budget:

WANTS

Projected:
Budget:

Budget vs Projected by Category

Top 10 categories

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Set Up Your War Chest

Track your financial runway by entering your liquid assets and passive income. See how long your savings can sustain your lifestyle.

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Financial Runway
Net Monthly Burn
+ -
Spend $ - Income $ Upload statements for data
Emergency Buffer
months

Runway Overview

runway +
Monthly Projected Spend
Monthly Passive Income -
Net Monthly Burn
Liquid Assets

Options

Tier C assets, projections, stress testing

Last Updated

Liquid Assets

$
$
Total Liquid Assets

Income & Settings

$
months of NEEDS
Last saved: Never saved

What If...?

Model different spending scenarios and see their impact on your finances

Choose a Scenario

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Adjustments (edit values to customize)
Monthly Impact
Runway Change
Annual Impact

Select a scenario above to get started

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