How to use the dashboard

The dashboard is the first page you see after logging in. It gives a quick overview of your financial position for the current period without needing to open a report.

The dashboard combines several widgets:

• Summary, your key figures such as total balance and the month’s income and expenses.
• Balance chart, how the balance of your accounts developed over the selected period.
• Budget balance, how your actual spending compares to your budget.
• Categories balance, how your spending is divided over your categories.

Use the period selector in the header to look at a different month or year.

  Tip

The dashboard only becomes meaningful once transactions are recorded or imported. Start with your first account or import a bank statement to fill it.