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The Home tab can be customized to display the In/Out/What's Left card. The snapshot provides an at-a-glance overview of your monthly cash flow, and helps you track your short-term personal spending.

  1. Click the Home tab.
  2. Click Customize at the top of the Home tab window, then scroll to the Planning items and add the In/Out/What's Left card.
    • What is meant by terms like current balance, cash flow difference, total available, and so on?
    • How do I get more detail about the transactions this card is based on?
    • How do I add transactions?
    • How can I change an incorrectly categorized transaction?