App Navigation

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

The Main Navigation

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

1. Dashboard

Your financial overview showing:

• Current net worth
• Monthly cash flow
• Milestone progress
• Key metrics at a glance

2. Portfolio

Manage what you own and owe:

• Accounts: Current accounts, savings, escrow, investments, pensions
• Assets: Property, vehicles, valuables
• Liabilities: Loans, credit cards, mortgages

3. Budget

Track money flow:

• Income: Salary, withdrawals, other sources
• Expenses: Bills, savings, debt payments

4. Milestones

Set and track financial milestones:

• Create milestones with specific conditions
• Choose polarity (achieve or avoid) and type (Fixed Date or Criteria-based)
• Track progress automatically

Key Features in Each Section

Dashboard Features

The Dashboard gives you an overview of where you stand right now.

• Date Selector: View your finances at any future date
• Metric Cards: Click for detailed breakdowns
• Quick Actions: Fast access to common tasks

Status Labels and Zone Bars

Each metric card displays coloured status labels and zone bars that provide instant visual feedback about your financial health:

• Green: You're in the healthy range for this metric
• Amber: Caution - approaching limits or needing attention
• Red: Action needed - this metric needs immediate attention
• Grey: No specific status (neutral metrics)

These indicators update automatically as your financial situation changes or when you view different dates, giving you immediate insight without needing to click into each metric.

Portfolio Features

Your Portfolio shows everything you own and owe.

• Add Buttons: Create new accounts, assets, or liabilities from the respective pages
• List View: See all items with current values
• Item Details: Click any item to edit or view history

Budget Features

Budget tracks your cash flow: what comes in and what goes out.

• Income/Expense Toggle: Switch between viewing types
• Add Buttons: Create new income or expenses from the respective pages
• Linked Items: See connections to accounts/debts

Milestones Features

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

• Milestone List: All your milestones in one place
• Progress Indicators: Visual progress bars
• Milestone Details: Click to see conditions and timeline

Settings

Access settings via the user menu in the sidebar:

• Settings Sections: Organised by category (General, Financial, Subscription)
• Quick Edits: Click any field to modify
• Save Automatically: Changes save instantly

Quick Settings

Today's Money Toggle

The "Today's Money" toggle lets you switch between viewing actual future values and today's purchasing power. You can find this in Settings > Financial. Your view updates instantly when toggled.

Common Tasks

Checking Your Progress

1. Start at the Dashboard
2. Look at metric cards for quick insights
3. Use the date selector to see future projections

Adding a New Account

1. Go to Portfolio in the sidebar
2. Click the Add Account button on the Accounts page
3. Choose your account type
4. Fill in details and save

Creating a Budget Item

1. Go to Budget in the sidebar
2. Click Add Income or Add Expense on the respective page
3. Set amount, frequency, and target

Setting a Milestone

1. Go to Milestones in the sidebar
2. Click the Add Milestone button
3. Define your milestone conditions
4. Link related budget items

Updating Balances

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

Pro Navigation Tips

Use the Timeline

• Available from any main screen
• Click the date at the top
• Select any future date to see projections
• Swipe between months easily

Quick Actions

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

Getting Help

Access this documentation, email support, and Send Feedback from the user menu in the sidebar.

Customising Your View

Viewing Options

• Use the date selector to view different time periods
• Switch between monthly and yearly views in Budget
• Toggle between different metrics in Portfolio

What's Next?

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