Vestly — Dashboard

Monthly Net Profit —

Month Breakdown

Income Sources

Add up to 6 income sources. Label each one and enter the amount received this month. Or import from a CSV or Excel file.

Type

Source Name

Amount ($)

Saved ✓

Monthly Expenses

Enter expenses by category. Leave blank if zero. Or import from a CSV or Excel file.

Saved ✓

Month-over-Month Comparison

Compare

Against

Platform Integrations

Connect your platforms and Vestly automatically imports your revenue for the selected month — no manual entry needed.

stripe

Stripe

Import charges, fees, and net revenue

Not connected

Restricted API Key

Create a restricted key with Balance Transactions: Read permission only.
Stripe Dashboard → Developers → API Keys → Create restricted key →

Income Source Label

shopify

Shopify

Import orders and net sales revenue

Not connected

Store URL

Admin API Access Token

Shopify Admin → Settings → Apps → Develop apps → Create app → Configure Admin API scopes → select read_orders → Install → copy token.
Step-by-step guide →

Income Source Label

PayPal

Pull monthly revenue from your PayPal account

Not connected

Client ID

Client Secret

Get credentials at developer.paypal.com → My Apps & Credentials → Create App → Live mode. Requires Transaction Search permission (read-only).

Income Source Label

PLAID

Bank Account via Plaid

Connect 12,000+ banks — income auto-detected

Coming soon

Direct bank connection via Plaid is in progress. Once available, Vestly will automatically detect income deposits from any of 12,000+ supported banks and import them into your dashboard.

In the meantime, use the Income tab to manually add bank deposits, or connect Stripe and Shopify above to capture your platform revenue automatically.

Financial Profile

Vestly uses this to tailor every insight and report to your exact situation. The more complete your profile, the more specific and accurate the advice. All fields auto-save.

Business Identity

Business Type / Revenue Model — shapes every tax and margin calculation

Legal Structure — affects self-employment tax calculation

Business Founding Date

Used to calculate business age and tailor stage-appropriate guidance.

Industry / Niche

State of Operation

Annual Revenue Goal ($)

Your target gross revenue for this year — used for gap analysis and projections.

Tax & Income Context

Tax Filing Status

W-2 or Other Employment Income? — affects estimated tax calculation

Spouse / Household Income (if joint filer)

How You Pay Yourself

Monthly Owner's Draw / Salary ($)

What you actually pay yourself monthly — used to calculate real business profitability.

Current Cash Reserve ($)

Your current liquid business savings — used to calculate your reserve gap vs. the 3-month target.

Goals & Strategy

Primary Financial Goal

Reinvestment Intent

Income Seasonality

Monthly Revenue Target ($)

Your monthly revenue goal — used for monthly gap analysis and pacing alerts.

Known Upcoming Major Expenses

Planned significant outflows — incorporated into 90-day cash flow projections.

Additional Context

Appearance

Dark Mode

Switch between light and dark dashboard theme

Insights Delivery

Delivery Preference

In-App Only Generate manually from the Insights tab whenever you want.

Monthly Email Auto-generated on the 1st of each month and sent to your account email.

Both Monthly email + generate manually anytime in-app.

Monthly email is active.
On the 1st of each month, Vestly will automatically generate your business report and send it to your account email.

Saved ✓