This page explains how to read and use the information shown on your Financial Overview screen. The purpose is orientation and clarity — not evaluation, pressure, or judgment.
What this page shows
The Financial Overview is a basic snapshot of your current financial situation.
It helps you understand the relationship between your income, expenses, and overall balance at a glance — without requiring detailed tracking or long-term planning.
What the numbers represent
The values you enter are grouped into simple categories:
Monthly Income – how much money you bring in
Fixed Expenses – costs that stay mostly the same
Variable Expenses – costs that change month to month
From these, the system calculates your remaining balance and basic financial ratios.
How to read the visual indicators
Radar Diagram This visual compares expense load, savings strength, and subscription weight. It is meant to show proportion, not precision.
Risk Level A simple indicator based on how much of your income is used by expenses. It is not a prediction — only a signal.
Savings Score A relative measure of how much room you currently have to save. Higher is generally more resilient.
What this view does NOT do
It does not track daily behavior
It does not analyze habits over time
It does not replace budgeting tools
It does not provide financial advice
How to use this page effectively
Use this overview when you want to:
quickly check financial balance
understand pressure points
decide whether deeper analysis is needed
If you are looking for patterns, behavior, or trends, deeper intelligence levels are more suitable.
Moving beyond the overview
This page shows where you stand.
Daily, weekly, and monthly intelligence layers focus onhow you got there and where things are heading.
WealthyAI is designed to support awareness — not control.