User story
As a user, I want a Finance Dashboard that shows current financial health so I can quickly understand balances, cashflow, budgets, reminders, and investments.
Depends on
Scope
- Add backend API for live dashboard read model computed from finance foundation tables.
- Include net worth and balances grouped by account type.
- Include month-to-date income, expenses, expense reversals, and net cashflow.
- Include current budget progress and over-budget categories.
- Include upcoming reminders requiring action.
- Include investment value, allocation summary, and top positions.
- Add mobile-first Cockpit dashboard route.
- Link each dashboard section to its focused workflow.
Non-scope
- Cached dashboard summary tables.
- External market quote fetching.
- Bank sync/import workflows.
Acceptance criteria
- Dashboard summaries are computed live from finance tables.
- Dashboard separates confirmed actuals from upcoming reminders.
- Net worth subtracts liabilities.
- Transfers do not affect cashflow.
- Budget progress excludes transfers and includes expense reversals.
- Investment values use latest available price snapshots.
- Dashboard is usable on mobile and appealing on desktop.
User story
As a user, I want a Finance Dashboard that shows current financial health so I can quickly understand balances, cashflow, budgets, reminders, and investments.
Depends on
Scope
Non-scope
Acceptance criteria