Transform your financial data into actionable insights with our revolutionary dashboard that puts you in complete control.
Optimal Dashboard V2 brings a desktop-style experience to the web so you can analyze, manage, and understand your finances in one place—fast, focused, and built for real work.
Transaction Manager, Category Trends, Account Balances, Mortgage Calculator, AI Chat, CSV tools, and real-time charts—all working together to turn raw data into clear decisions.
Automatically categorize, tag, and analyze every transaction across all your accounts
Get instant answers about your spending, savings, and financial patterns
Visualize trends, detect anomalies, and forecast future cash flow
Generate detailed reports for taxes, budgeting, or financial planning
Next.js 14, TypeScript, Tailwind, Supabase, Stripe, Chart.js, and multi-provider AI (OpenAI + Ollama) deliver speed, security, and reliability you can count on.
"This dashboard completely changed how I manage my finances. The AI insights alone saved me thousands."
"Finally, a financial tool that actually understands what I need. The CSV import feature is a game-changer."
"The real-time sync and multi-window interface make this feel like a professional trading platform."
Choose the plan that fits your needs. All plans include core features with no hidden fees.
Import, validate, visualize, and act. Connect accounts, process CSVs, chat with AI for insights, and manage payments—all inside a focused, windowed workspace.