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7 min read

Doughsense is organised into five main sections. Here's what each one does and how to get around.

The Main Navigation

Doughsense is organised into five main sections, accessible from the sidebar:

1. Home

Your plan at a glance:

  • A plain-language verdict over your projected trajectory, with four levers beneath it: Earn, Spend, Save, and Retire
  • This month in one card: safe to spend, your monthly surplus, and your top spending categories
  • Your metric cards, in the order you put them in

2. Wealth

Manage what you own and owe, and where it's heading:

  • Accounts: Current accounts, savings, escrow, investments, pensions
  • Property & assets: Property, vehicles, and other valuables
  • Liabilities: Loans, credit cards, mortgages
  • The lifetime view: your projected trajectory over decades

3. Money

One page for the month, end to end. There are no sub-views to switch between:

  • The answer across the top: what you have, what is committed, and what is left to spend
  • The register: every dated occurrence in the period on one list, grouped by category by default
  • Category headers carrying planned, spent, and left, each opening the streams behind it
  • Trends: a strip below the register, shut until you open it

4. Insights

The judgement layer:

  • Twelve financial health metrics, split into "What you can improve" and "What's working"
  • Every metric detail page, with plain-English explanations and conditional what-ifs

5. Milestones

Set and track financial milestones:

  • Create milestones with specific conditions
  • Choose whether it's a Goal to achieve or an Event to avoid, and whether it's a Fixed Date or Criteria-based
  • Track progress automatically

Key Features in Each Section

Home Features

Home gives you the day's answer without any digging.

  • The verdict: your plan's answer in plain language, rewritten as your data changes
  • The levers: pick Earn, Spend, Save, or Retire to explore a change before you commit it
  • Date Selector: view your finances at any future date
  • Your order: drag the metric cards into the order that suits you

Wealth Features

Wealth shows everything you own and owe.

  • Three columns: Accounts, Property & assets, and Liabilities sit side by side as your balance sheet
  • Add Buttons: Each column has its own add action
  • Item Details: Click any item to edit or view history

Money Features

Money is one page. Everything below runs down it.

  • One date control: the period on the title row governs the page, the month figures and the register's window alike. Trends is the exception: it keeps its own fixed six-month window and names it
  • The answer line: what you have, what is committed, and what is left to spend. It reads the current month or a future one; a past month drops it, because there is no safe to spend in the past
  • The register: each row is one dated occurrence. Rows you record yourself and rows from a connected bank sit on the same list
  • Staged changes: toggle a row off or edit its amount and the change is a scratch, not a commitment. It only reaches your plan when you apply it in Shape changes. Past dates are locked
  • Category group headers: planned, spent, and left with a fill bar, plus a chip that opens every expense stream in that category, whatever the window shows
  • Group and sort: group rows by date, category, or target, and sort by date or amount
  • Record a payment: a collapsed row at the top of the register opens into date, description, category, and amount
  • Entity records: click any row to open the full record for that income or expense, which is where you edit it
  • Add a planned stream: the circled add beside the filter bar asks which kind, an expense or an income, then opens that create form
  • Trends: categories, merchants, and flow over the last six months, behind a strip that loads nothing until you open it

With a bank connected, two more things appear on the register. A one-off bank row opens a chooser beneath it: match a plan item, add as recurring, one-off spend, moving to savings or investments, or between your own current accounts. And a "to resolve" chip counts the rows still waiting on a decision and jumps you to the first.

Recording payments by hand is free. Rows synced from a bank connection are a Plus feature.

Insights Features

Insights is where the metrics live.

  • Metric Cards: Click for detailed breakdowns

Tiers, Shapes, and the Single Accent

Every reading lands in a tier, and a tier is a word and a shape before it is a colour:

  • Filled circle: a positive reading
  • Open circle: neutral, meaning unremarkable rather than a warning
  • Filled triangle: caution, in orange
  • Filled diamond: negative, in red

Colour joins only when a tier warrants attention, and only once per screen. On the Insights hub the worst reading takes the accent and every other card stays in stone, so the one thing worth looking at is the only warm object in front of you. The shape and the tier name are always there, so a reading never depends on colour alone.

Cards carry no chart of their own. The zone bars live on a metric's own page, laid out as a ladder of equal segments with your current value marked, so you can see which band you are in and what sits either side.

These readings update as your financial situation changes or when you view a different date.

Milestones Features

Milestones track your financial goals and when you'll reach them.

  • Milestone List: All your milestones in one place
  • Progress Indicators: A progress bar where progress is meaningful. An "avoid" milestone gets none, because there is nothing to be part-way through, and a debt payoff shows the amount remaining instead of a bar
  • Milestone Details: Click to see conditions and projected date

Settings

Access settings via the user menu in the sidebar:

  • Settings Sections: Grouped as Account, Integrations, Planning, Billing, and Support, with a Danger zone at the end
  • Quick Edits: Click any field to modify
  • Save Automatically: Changes save as you go

Quick Settings

Today's Money

Settings > Preferences carries an Inflation adjustment control with two options: Today's Money and Actual Amounts. Today's Money adjusts future values for inflation, so you read them in today's purchasing power; Actual Amounts shows the cash figure of the day. At the current date both show the same number. The choice is saved on the device you set it on, not on your account.

Common Tasks

Checking Your Progress

  1. Start at Home for the verdict and this month's figures
  2. Open Insights for the full metric picture, worst reading first
  3. Use the date selector to see future projections

Adding a New Account

  1. Go to Wealth in the sidebar
  2. Use the add action on the Accounts column
  3. Choose your account type
  4. Fill in details and save

Creating an Expense

  1. Go to Money in the sidebar
  2. Click the circled add beside the register's filter bar, then choose Expense
  3. Set amount, frequency, and target
  4. Click Create

Creating an Income

  1. Go to Money in the sidebar
  2. Click the circled add beside the register's filter bar, then choose Income
  3. Set amount, frequency, and source
  4. Click Create

The same income form also opens from the "What comes in" section of the Cash Flow page under Insights.

Recording a Payment You've Already Made

  1. Go to Money in the sidebar
  2. Click Record a payment at the top of the register
  3. Enter the date, what it was, a category, and the amount
  4. Click Record

Setting a Milestone

  1. Go to Milestones in the sidebar
  2. Click the Add Milestone button
  3. Define your milestone conditions

To tie an income or an expense to a milestone, open the income or expense itself and set its Starts or Ends row to Milestone, then pick the milestone. The stream follows the milestone, so when the milestone's date moves the stream's dates move with it.

Updating Balances

  1. Go to Wealth
  2. Click the account/asset/liability
  3. Update the balance
  4. The date automatically updates to today

Pro Navigation Tips

Use the Date Control

  • Click the date at the top of Home, Wealth, Money, or Insights
  • Pick any future date to read that page at it
  • Step a month at a time with the chevrons, or hold one down to scrub; keep holding and it moves a year at a time
  • Milestones has no date control on purpose: its overview plots the whole trajectory rather than reading a single date

Quick Actions

Each section page has add buttons for creating new items. Click any existing item to view or edit its details.

Getting Help

The user menu in the sidebar carries Keyboard shortcuts, Documentation (these guides), and Feedback & Suggestions. There is more under Settings > Help and feedback.

Customising Your View

Viewing Options

  • Use the date selector to view different time periods
  • Group and sort the Money register to suit the question you're asking
  • Reorder Home's sections to put what matters to you first

What's Next?

  1. Set up your finances
  2. Create your first goal
  3. Explore the timeline

Try it in Doughsense

Put this guide into practice with your own finances.

Request early access

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