Cashvelope home screen: your financial snapshot at a glance
Balance, spending breakdown, and recent transactions — all on one screen.
When you open Cashvelope, the first thing you see is the Home screen. It is designed to answer one question without you having to dig anywhere: how is my money doing right now? Three sections work together to give you that answer.
The balance card
At the top of the screen, you see your current total balance across all accounts — in this case, $2,990. Below it, two numbers tell the fuller story: total income and total expenses for the period, so you can see at a glance whether you are ahead or behind.
The comparison line — “100.0% More vs February” — shows how this month compares to the last. You do not need to open the report to know whether the trend is moving in the right direction.
The spending breakdown chart
The donut chart below the balance breaks your spending into categories: Bills & Fees, Groceries, Travel, Dining, Gifts, and so on. Each slice is proportional to what you actually spent. The numbers on the right give the exact amounts.
This chart is not interactive — it is a read-only snapshot. Its job is to make the shape of your spending visible in five seconds without requiring you to open the Report tab or filter anything.
Recent transactions
Below the chart, your most recent transactions appear in reverse chronological order. Each entry shows the category, a brief note, the date, and the amount. This list lets you quickly verify that what you logged matches what you remember spending.
Tap View More to open the full transaction list with month filtering and Expense / Income tabs. Or tap the Report tab at the bottom to see a deeper breakdown by week.
The account detail view
If you manage more than one account — a bank account, a cash wallet, a credit card — tapping any account shows a dedicated view with its own balance, expense and income totals, and a spending breakdown chart for that account only.
The per-account chart works the same way as the home chart: each color represents a spending category, so you can see instantly which categories are driving expenses in that account.
What the home screen is not
The home screen is a snapshot, not an analysis tool. It shows you where things stand today. For patterns over time — which week you spent the most, how your categories compare month-over-month — the monthly report is the right place to look. For day-by-day detail, use the calendar view.
New to Cashvelope? Start by logging your first expense — once you have a few transactions in, the home screen starts to show a real picture of your spending.