Dashboard of a sample household: cards for net worth, cash available, credit and loans owing, bills due in the next 7 days and spending this month, a list of items needing attention, a net worth chart and a top spending chart. 

Accounts page: chequing, savings, US dollar, credit card, mortgage and investment accounts with their balances, and a credit card register with its transactions and a form to enter a new one. 

Spending by category report for this year: a bar for each category such as housing, taxes, transportation, food, utilities and pets, with its amount and share, beside the list of reports. 

Taxes page, Estimate tab: one person's income figures on the left; federal and Ontario tax, refundable credits, the refund, and the average and marginal rates on the right. 

Investments page: non-registered accounts, crypto, precious metals and registered plans on the left; a brokerage account's holdings with quantity, price, market value, book cost and gain on the right. 

Bills page, All bills tab: upcoming bills and pay with their due date, kind, category, amount due, amount to pay and amount outstanding, each with a Mark paid or Mark received button. 

Medical claims page: open expenses for each family member, with the date, the kind of care, the plan to claim from, the deadline, the amount expected back and the amount paid. 

Budgets page for one month: totals spent, budgeted and remaining, and a bar for each category, with housing and transportation over budget in red, and food, restaurants and utilities within budget.