Navigating Doughsense¶

This guide will help you understand how to navigate through Doughsense and find the features you need.

The Main Navigation¶

Doughsense is organised into five main sections, accessible from the bottom navigation bar (mobile) or sidebar (web):

1. Dashboard 📊¶

Your financial command center showing:

• Current net worth
• Monthly cash flow
• Goal progress
• Key metrics at a glance

2. Portfolio 💰¶

Manage what you own and owe:

• Accounts: Savings, investments, pensions
• Assets: Property, vehicles, valuables
• Liabilities: Loans, credit cards, mortgages

3. Budget 📈¶

Track money flow:

• Income: Salary, withdrawals, other sources
• Expenses: Bills, savings, debt payments

4. Plans 🎯¶

Set and track financial goals:

• Create goals with specific conditions
• Track progress automatically
• Get suggestions for optimization

5. Profile ⚙️¶

Personalise your experience:

• Currency preferences
• Growth rate assumptions
• Personal information
• App settings

Key Features in Each Section¶

Dashboard Features¶

• Date Selector: View your finances at any future date
• Metric Cards: Tap for detailed breakdowns
• Quick Actions: Fast access to common tasks

Portfolio Features¶

• Add Button (+): Create new accounts, assets, or liabilities
• List View: See all items with current values
• Item Details: Tap any item to edit or view history

Budget Features¶

• Income/Expense Toggle: Switch between viewing types
• Add Button (+): Create new income or expenses
• Linked Items: See connections to accounts/debts

Plans Features¶

• Plan List: All your goals in one place
• Progress Indicators: Visual progress bars
• Plan Details: Tap to see conditions and timeline

Profile Features¶

• Settings Sections: Organised by category
• Quick Edits: Tap any field to modify
• Save Automatically: Changes save instantly

Common Tasks¶

Checking Your Progress¶

1. Start at the Dashboard
2. Look at metric cards for quick insights
3. Use the date selector to see future projections

Adding a New Account¶

1. Go to Portfolio
2. Tap the + button
3. Choose Account
4. Fill in details and save

Creating a Budget Item¶

1. Go to Budget
2. Tap the + button
3. Choose Income or Expense
4. Set amount, frequency, and target

Setting a Goal¶

1. Go to Plans
2. Tap the + button
3. Define your goal conditions
4. Link related budget items

Updating Balances¶

1. Go to Portfolio
2. Tap the account/asset/liability
3. Update the balance
4. The date automatically updates to today

Pro Navigation Tips¶

Use the Timeline¶

• Available from any main screen
• Tap the date at the top
• Select any future date to see projections
• Swipe between months easily

Quick Actions¶

• The + button for adding new items
• Tap items to view or edit details

Viewing Your Data¶

• Scroll through lists to find items
• Items are organised by type
• Tap any item for details

Navigation Tips¶

• Use the main navigation bar to switch between sections
• The back button returns to previous screens

Getting Help¶

In-App Help¶

• This documentation is available from the Doughsense logo dropdown
• Email support for personalised help

Documentation¶

• Access from the Doughsense logo dropdown
• Comprehensive guides for all features

Customising Your View¶

Viewing Options¶

• Use the date selector to view different time periods
• Switch between monthly and yearly views in Budget
• Toggle between different metrics in Portfolio

Mobile vs Web Differences¶

Mobile App¶

• Bottom navigation bar
• Swipe gestures
• Touch-optimised interface

Web App¶

• Top navigation bar
• Mouse and keyboard navigation
• Larger data views
• Multi-window support

Both versions sync automatically, so you can switch between them seamlessly.

Next Steps¶

Now that you know how to navigate:

1. Set up your finances
2. Create your first goal
3. Explore the timeline

Remember: The more you use Doughsense, the more intuitive navigation becomes. Don't be afraid to explore!