{{define "content"}} {{$d := .}}

Dashboard

{{if $d.Email}}{{$d.Email}}{{end}}
Available to spend this month income − fixed costs − spent so far
€0.00
of €0.00 disposable  ·  {{$d.MonthSpentPct}}% used
Month progress: {{$d.MonthProgressPct}}% Spent: {{$d.MonthSpentPct}}%

Bank balance should be

€0.00

upcoming fixed + safety buffer

Savings rate

{{$d.SavingsRatePct}}%
{{if $d.LastMonthSavingsRatePct}}

{{if gt $d.SavingsRatePct $d.LastMonthSavingsRatePct}}↑{{else}}↓{{end}} vs last month ({{$d.LastMonthSavingsRatePct}}%)

{{end}}

Net worth

€0.00

→ full breakdown

Portfolio today

{{if $d.PortfolioHoldings}}
€0.00
{{if $d.PortfolioPricesAvailable}}

{{if ge $d.PortfolioPCLCents 0}}+{{else}}−{{end}}€{{cents (centsAbs $d.PortfolioPCLCents)}} total P&L

{{else}}

cost basis · prices unavailable

{{end}} {{else}}
No trades yet

Import trades →

{{end}}

What should be in your bank

right now
{{if $d.RecurringExpenses}}
{{range $d.RecurringExpenses}} {{$color := index $d.CategoryColors .Category}}
{{if $color}}{{end}} {{.Category}} − €{{cents .MonthlyCents}}
{{end}} {{if $d.SafetyBufferCents}}
Safety buffer (2 weeks) − €{{cents $d.SafetyBufferCents}}
{{end}}
Minimum recommended €0.00
{{else}}

No recurring expenses detected yet.
Import a few months of transactions.

{{end}}

Stocks at a glance

→ portfolio
{{if $d.PortfolioHoldings}}
{{range $d.PortfolioHoldings}}
{{.Name}}
{{printf "%.4f" .SharesOwned}} shares
{{if $d.PortfolioPricesAvailable}}
€{{cents .CurrentValueCents}}
{{pctSign .UnrealizedPCLPct}}{{printf "%.1f" .UnrealizedPCLPct}}%
{{else}}
€{{cents .TotalCostCents}}
cost basis
{{end}}
{{end}}
Total{{if not $d.PortfolioPricesAvailable}} invested{{end}} €0.00
{{else}}

No holdings yet.
Import trades →

{{end}}
{{if $d.CategoryBudgets}}

Budget health

→ categories
{{range $cat, $budget := $d.CategoryBudgets}} {{$spent := index $d.ThisMonth.ByCategory $cat}} {{$spentAbs := centsAbs $spent}} {{$color := index $d.CategoryColors $cat}} {{$over := isOver $spentAbs $budget}} {{$pct := clampPct $spentAbs $budget}}
{{if $color}}{{end}} {{$cat}} {{$pct}}%{{if $over}} ⚠{{end}}
{{end}}
{{end}}

Recent activity

→ all transactions
{{if $d.RecentTxns}}
{{range $d.RecentTxns}} {{$color := index $d.CategoryColors .Category}}
{{.Description}}
{{dateShort .Date}}
{{if lt .AmountCents 0}}−{{else}}+{{end}}€{{cents (centsAbs .AmountCents)}}
{{end}}
{{else}}
No transactions yet. Import some!
{{end}}
{{if $d.RecurringExpenses}}

Fixed costs

auto-detected · 3-month average
{{range $d.RecurringExpenses}} {{$color := index $d.CategoryColors .Category}}
{{if .IsGoal}} {{else if $color}} {{end}}
{{.Category}}
{{if .IsGoal}}committed goal{{else}}recurring expense{{end}}
− €{{cents .MonthlyCents}}
/ month
{{end}}
Total committed €0
{{end}} {{end}}