Contact Dashboard

Dashboard Tabs

The main dashboard is organized into tabs that let you view your hoard in different ways. You can switch between them using the navigation menu. The available tabs are: Transactions, Goals, Interest, Hoard, Progress, and (optionally) Chores.


Transactions Tab

This is the default view and the heart of your ledger. It shows a complete history of all the treasure that has been added to or spent from your hoard.

Each row in the table represents a single transaction, with columns for:

If you are logged in as a parent, you will also see an Actions column allowing you to Edit or Delete any transaction.

The Transactions Tab


Goals Tab

The Goals tab helps you save for specific things. Here you can create savings goals and track your progress toward achieving them.

Each goal is displayed on a card with:

As a parent, you can Add a New Goal, Edit an existing goal's name or amount, or Delete a goal.

The Goals Tab


Interest Tab

This tab shows you the total amount of interest your hoard has earned. The app automatically calculates interest daily and deposits it into your account at the beginning of each month.

You can use the filters at the top to see the interest earned over different periods:

The Interest Tab


Hoard Tab

This tab provides a fun, visual representation of your total balance. Your hoard is automatically broken down into piles of different coins and gems, each representing a different value:

The legend at the bottom of the tab explains the value of each item. The more you save, the bigger your pile of treasure will grow!

The Hoard Tab


Progress Tab

The Progress tab contains a line chart that shows the growth of your hoard over time.

To give you a better visual reference, the chart will also automatically display dashed lines for your two most relevant savings goals: a green line for the highest-value goal you have already met, and a red line for the next goal you are currently working towards.

You can hover your mouse (or tap on mobile) over any point on the line to see your exact balance on a specific date. This is a great way to see how your savings habits have paid off!

The Progress Chart


Chores Tab (Optional)

The Chores tab is an optional feature that parents can enable to track completed chores over time. When enabled, this tab displays:

The Chores tab only appears when chore tracking has been enabled for that child's account. For complete details on using this feature, see the Chore Tracking help article.