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Get a bird's-eye view of your entire financial picture the moment you open Bernli. See net income, total expenses, an income-vs-expenses trend chart, and your most recent transactions — all on a single screen.

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Home Dashboard

Overview of your financial status.

50/30/20 rule

Needs, wants, and savings target from your current cycle.

flexible room

$1,493.50flexible room

Needs

$1,685.99

Savings

$1,000.00

Days

Net Income

$16,757.45

profit

Savings 81.4%

Expenses

$3,827.55

total

Daily $10.46

Income VS Expenses

Trend

ExpensesIncomeNet Income

Expenses by Category

Key capabilities

Net income at a glance

Instantly see how much you earned minus what you spent for any time period.

Income vs expenses chart

A visual trend line showing the balance between what comes in and what goes out.

Recent transactions

The latest activity across all your accounts, updated in real time.

Quick navigation

Jump to any section — expenses, income, budgets — directly from the home screen.

Related features

Expenses

Track spending with total, daily average, and largest expense. View by category and browse the transaction list.

Income

See total income, daily average, and largest income. Income by category chart and full transaction list.

Transactions

Full list of all transactions. Filter by date, search, and see category and account.

Trust and advice boundaries

Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.

Securityhow Bernli approaches data protection Privacy Policyhow personal information is handled AI TransparencyAI limitations and human-review expectations Disclaimernot financial, investment, tax, or legal advice Data Requestprivacy rights and data-control requests

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