Navigate the Dashboard
The Dashboard is your starting point each time you open Aureus.
It provides a quick overview of your financial health and serves as the central hub for the rest of the application. From here, you can easily navigate to every major feature within Aureus.
Rather than replacing the detailed feature pages, the Dashboard helps you quickly identify what deserves your attention before exploring further.
Opening the Dashboard
After signing in, you'll usually be taken directly to the Dashboard.
You can also return to it at any time by selecting:
- Dashboard or Home from the main navigation on desktop.
- Home from the bottom navigation or menu on mobile devices.
- The Aureus logo, when available.
Think of the Dashboard as your financial home base.
Understanding the Dashboard
The Dashboard contains summary cards that highlight different areas of your finances.
Depending on your connected accounts and available financial data, you may see:
- Financial Health Score
- Safe to Spend
- Net Worth
- Budget Progress
- Goals
- Spending Summary
- Recent Insights
- Account Balances
Selecting any of these cards takes you directly to the corresponding feature for additional detail.
Navigating Aureus
The main navigation gives you access to every major area of the app.
Dashboard
A high-level overview of your financial health and recent activity.
Financial Health Score
View your overall score, explore individual score categories, and monitor your progress over time.
Transactions
Review, search, filter, and categorize your financial transactions.
Budgets
Create spending plans and monitor your progress throughout the month.
Cash Flow
View your Safe to Spend estimate, upcoming payday information, recurring expenses, and monthly cash flow.
Goals
Track progress toward your financial goals and long-term objectives.
Ask Aureus
Ask questions about your finances and receive educational insights in plain language.
Investments
Monitor your retirement and investment accounts alongside the rest of your financial picture.
Assets
Manage assets that may not be connected through your financial institutions.
My Account
Additional account management tools are available under My Account.
Depending on your account, these may include:
- Accounts – Connect and manage your financial institutions.
- Alerts – Customize financial notifications.
- Personal Finance Foundations – Access the free educational course.
- Help Center – Browse help articles and troubleshooting guides.
- Settings – Update your profile, payday schedule, security settings, and preferences.
Best Practices
Most users find it helpful to follow the same simple routine each time they open Aureus:
- Review the Dashboard.
- Look for any alerts or significant changes.
- Check your Financial Health Score and Safe to Spend.
- Open the feature that requires your attention.
- Continue with your day.
This habit usually takes only a minute or two but helps you stay aware of your financial situation without becoming overwhelmed.
Frequently Asked Questions
Why are some Dashboard cards empty?
Some Dashboard cards require connected financial accounts or sufficient financial history before they can display useful information.
If you're new to Aureus, connect your financial accounts and allow time for your information to synchronize.
Can I customize my Dashboard?
Dashboard customization may vary depending on your version of Aureus and available features.
Do I need to use every feature?
No.
Many users begin with the Dashboard, Cash Flow, and Financial Health Score before exploring additional tools such as Budgets, Goals, and Investments.
Use the features that best support your financial goals.