The Dashboard Hub

Dashboard Overview: Your Family Financial OS

🕒 5 min read 🕒 Updated 21 Apr 2026

Introduction

The Wevanta Dashboard is your family's financial mission control. It aggregates live data from every module—Net Worth, Goals, Loans, and the Document Vault—into a single, real-time command center.

What you can do here:

  • Switch between consolidated family data and individual member reports.
  • Monitor your real-time Savings Rate and Financial Health Grade.
  • Record quick cash transactions and review your 12-month wealth trend.