Explain tooltips
Explain the numbers
Tap the info icon beside key metrics to see the exact formula behind the number.
What you will see
- The full formula and each component.
- Links to the related screen or category.
- Footnotes describing how the math is calculated.
Examples
- To be budgeted (TBB)
- Safe to spend
- Net worth
- Category assigned / activity / available
- Underfunded gaps
Why it matters
The Explain tool keeps calculations transparent, so you can trust every total and fix issues quickly.
Step-by-step
- Find the info icon next to a number.
- Click or tap the icon to open the breakdown.
- Review the formula line by line.
- Jump to the linked page if something looks off.
Use cases
- Debug TBB: see which accounts and assignments drive the value.
- Understand Safe to spend: confirm gaps and flexible pool math.
- Audit categories: verify assigned, activity, and available totals.
Troubleshooting
- Breakdown is empty: refresh the page and try again.
- Values look wrong: check month selection and filters.
- Link does nothing: open the related page from the sidebar instead.