Finances - Dashboard
Overview
The Finances Dashboard provides a comprehensive overview of your financial status. Monitor income, expenses, account balances, and key financial metrics.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Dashboard
Features
Financial Overview
- Total balance across accounts
- Income this month
- Expenses this month
- Net worth summary
Charts & Analytics
- Income vs expenses chart
- Expense breakdown
- Spending trends
- Budget compliance
Recent Activity
- Latest transactions
- Upcoming bills
- Recent income
- Alerts and warnings
Dashboard Widgets
| Widget | Description |
|---|---|
| Balance Summary | Total across all accounts |
| Income | Monthly income total |
| Expenses | Monthly expense total |
| Budget Status | Budget utilization |