Ask & Insights
Overview Money Picture
Income, spent, still-committed bills, investing, and what’s left after bills on Overview, from your ledger, not a bank feed.
Overview (/app) is your household’s current money view. It answers what you earned, spent, still owe on bill commitments, are investing, and have left after bills, from the ledger you confirm and your recurring rules.
Nobleway does not connect to your bank. There is no live bank feed on Overview.
Money picture strip
One strip for the month you are viewing:
| Card | What it means |
|---|---|
| Income | Posted income for the month |
| Spent | Posted expenses for the month (transfers are not spending) |
| Still committed | Active recurring bills and card settlements still due for the month |
| Investing | Investment transfers already posted, plus SIP / invest rules still due |
| Left after bills | Income − spent − still-committed bills |
| Net worth | Assets minus liabilities for accounts whose balances you can see |
SIPs and savings transfers are not subtracted from “Left after bills.” Savings transfers show under Upcoming as their own kind.
If currencies in the month do not agree, some totals show as unavailable because Overview needs one currency for those figures. Each upcoming rule still shows its own currency.
Upcoming commitments
Overview lists the next due recurring rules (due and overdue first). Open a row or go to Recurring (/app/recurring) to confirm or skip posting. Overview itself does not post those dues.
Optional mandate hints on a rule (for example UPI autopay or NACH) are display-only. Nobleway does not sync bank mandates.
Customize Overview
Use Customize on Overview (side panel on desktop, sheet on mobile) to:
- Show or hide Overview sections and Money picture cards
- Reorder sections and cards (press and hold, then drag. A short click still opens the card)
- Widen or narrow cards by dragging the edge handle
- Reset the layout to the default
Hide and show live only in Customize. There is no per-card hide menu on the page. Your layout is personal to your signed-in account (it follows you across browsers). It is not a shared household setting.
Weekly reconcile
After first-run setup, Overview may show a short weekly checklist (for example import or capture, confirm due rules, spot-check balances). It is a habit aid only, not financial advice.
Related
- Quickstart Guide: first look at Overview after setup
- Asking Questions: ask the ledger in everyday English
- Recording Transactions: how posted income and expenses enter the picture
Nobleway is currently in public beta. If you notice inaccuracies or need guidance on household ledger setups, reach out directly to our engineering team at support@nobleway.app.