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Dashboard

The Dashboard is your financial command center, providing a quick overview of your financial health at a glance.

Dashboard Screenshot

Features

Income & Expense Summary

The top of the dashboard shows your current financial snapshot:

  • Total Income - All income transactions for the selected period
  • Total Expenses - All expense transactions for the selected period
  • Net Income - Income minus expenses (your savings/deficit)

Interactive Charts

The dashboard includes several interactive charts powered by Chart.js:

  • Line or bar chart showing income vs. expenses over time
  • Hover over data points for exact values
  • Toggle between monthly and yearly views

Category Breakdown

  • Pie or doughnut chart showing spending by category
  • Click on categories to drill down into details
  • Customizable number of categories displayed

Recent Transactions

View your most recent transactions directly on the dashboard:

  • Last 10 transactions by default
  • Quick view of date, description, category, and amount
  • Click on any transaction to view details or edit

Time Period Filtering

Use the date range selector to view different time periods:

  • This Month - Current month to date
  • Last Month - Previous calendar month
  • Last 3 Months - Rolling 3-month window
  • Year to Date - January 1st through today
  • Last Year - Previous calendar year
  • Custom Range - Select any date range

Customization

Chart Slices

Control how many categories are shown in your pie chart:

  1. Navigate to Dashboard Settings
  2. Select number of chart slices (5, 10, 15, or All)
  3. Click Save

Categories with the highest spending will be shown, with remaining categories grouped into "Other."

Default View

Set your preferred default view:

  1. Select your preferred time period
  2. The dashboard remembers your last selection
  3. Returns to this view on next login

Quick Actions

From the dashboard, you can quickly:

  • Add Transaction - Click the "+" button to add a new transaction
  • Import CSV - Navigate to import page
  • View Reports - Access detailed financial reports
  • Manage Budgets - Check budget status and create new budgets

Understanding Your Data

Color Coding

  • Green - Income and positive balances
  • Red - Expenses and negative balances
  • Blue - Neutral information (transfers, balances)

Budget Progress

If you have budgets set up, the dashboard shows:

  • On Track (Green) - Spending is under budget
  • Warning (Yellow) - Approaching budget limit (>75%)
  • Over Budget (Red) - Exceeded budget limit

Family Accounts

If you're using a family account:

  • Dashboard shows combined data for all family members
  • Individual transactions can be filtered by user
  • Budgets are shared across the family

Tips for Effective Dashboard Use

  1. Regular Updates - Import transactions weekly for accurate data
  2. Review Trends - Check monthly trends to spot spending patterns
  3. Set Budgets - Create budgets to stay on track
  4. Categorize Properly - Accurate categories lead to better insights
  5. Use Time Filters - Compare different periods to track progress

Troubleshooting

Charts Not Displaying

If charts aren't showing:

  1. Ensure you have transactions in the selected date range
  2. Check that transactions are properly categorized
  3. Try refreshing the page
  4. Clear browser cache

Incorrect Totals

If totals seem wrong:

  1. Verify the selected date range
  2. Check for duplicate transactions
  3. Ensure transfers are marked correctly (not counted as income/expense)
  4. Review uncategorized transactions

Next Steps