The modal is definitely confusing, you are right! I used to have those stat cards direct you to the Current Finances screen, but then people wanted the ability to edit in place on the dashboard, so I had it open the section from current finances that contains the item you clicked. I see how this makes the overall grouping/hierarchy confusing... in the short-term perhaps I'll revert to the original, but in the long-term maybe I'll restructure the dashboard a bit. Might be nicer to have more of a top-down hierarchy focused on total assets and liabilities anyway.

Edit: which things jump out to you as meme-ish? The plan names in some of the sandbox examples? Milestone types? All of the above? lol