Your real-time financial picture

What the dashboard shows

When you open Welfie, the home tab shows your Net worth at the top — that's your total assets minus your total liabilities. Underneath sit two tabs:

• Assets — everything you own, across your connected accounts and anything you've added manually.
• Liabilities — everything you owe (mortgages, credit cards, loans, outstanding payments).

Tap either tab to see a breakdown by category, with each item showing its current balance and what share of the total it makes up. Tap an individual account to see its detail screen.

How it stays current

Connected accounts refresh automatically — usually once a day. You don't need to do anything to keep them up to date as long as the connections are healthy. If a connection has paused and needs your attention, the affected account will show a status indicator (see Why is Welfie asking me to reconnect?).

For anything you've added manually, you'll need to update those yourself as values change. We recommend reviewing them in the lead-up to each adviser review.

What your adviser sees

Your adviser doesn't see your real-time Welfie dashboard. What they have is the personal details and financial information you've submitted through your fact-find, plus anything else you share with them directly.

For your adviser to have an up-to-date picture at your next review, you need to update and submit your personal details before the appointment — see How to update your personal details. The Welfie dashboard helps you keep an accurate picture for yourself; the submission flow is what passes that picture through to your adviser.

Why this matters

When your dashboard is current and the details you've submitted reflect what's really happening, the advice you get is grounded in your actual situation — not estimates or what you remembered from six months ago.

Need more help?

If the numbers on your dashboard don't look right, or you'd like a walk-through of what each one means, message us in chat.