Idea: Dashboard to detail your important personal KPI
I would love a widget area where I could choose some premade widgets: It does not have to be granular and drillable on first pass. I guess heck first pass would not need to be widgets just hard coded. I just suggest since some people might not want all of these.
The main thing here is to provide a heads-up display. The dashboard I think is a little thrown together and not clear what each section is trying to get you to do… What is the call to action…
So a section to review performance is good.
First a top level bar that lists some stuff:
A: Number of Months with Positive Net Income.
B: Number of Months Contributing to at least one goal. (Give Badges for this too)
C: YTD change in Networth
D: YTD Change in Credit Balance
Then some performance stuff.
1. Actual vs Plan (Aggregate Spending Plan)
2. Balance & Change in Checking Accounts (Prior Month, Current Month and YTD)
3. Balance & Change in Savings Accounts (Prior Month, Current Month and YTD)
4. Balance & Change in Spending Goals (Prior Month, Current Month and YTD)
5. Balance & Change in Investment Accounts (Prior Month, Current Month and YTD)
6. Balance & Change in Credit Card Balance (Prior Month, Current Month and YTD)
You get the idea.
