Dashboard

Version: 1.2.0
Route: /
Who can access: Signed-in users (Admin, Editor, Viewer in Demo Mode).

Screenshots

What this page does

Gives a single overview of your books: key balances, expense snapshots, balance mix with day-over-day change, and monthly expense charts. You can open Transactions or Add Transaction without leaving the dashboard.

Layout at a glance

Page title Dashboard with an info tip (About Dashboard)
Header actions: Transactions (opens the journal) and Add (desktop) / icon buttons on mobile
KPI cards: Cash in Pocket, Cash & Savings, Payable, Receivable, Investment, Expenses, Today Expense, Yesterday Expense
Balance Mix ribbons with category icons and vs-yesterday %
Monthly expenses chart (last 6 months) and Top expense accounts with wrapped account names
Demo banner: Demo Mode — data is stored in this browser only.

Steps

Review balances

After login, you land on Dashboard.
Read the KPI cards. Positive amounts appear in green; negative amounts in red where applicable.
Select a linked card (for example Cash & Savings, Payable, Receivable, Investment, Expenses) to open that page.
Select Today Expense or Yesterday Expense to open Transactions filtered to Expense accounts only for that date.

Jump to the journal

Select Transactions in the page header (icon-only on small screens).
You open the full Transactions journal.

Add a transaction from the dashboard

Select Add (or the plus control on mobile).
The Add Transaction modal opens.
Choose Entry Mode: Normal Entry or Transfer.
Set Transaction Date.
For Normal Entry:
- Choose Account Name
- Enter Narration
- Choose Credit or Debit
- Enter Balance (amount)
- Optionally attach files
For Transfer:
- Choose To Account (In) and From Account (Out)
- Enter Narration and Balance
Select Add to save, or Cancel to close without saving.
The dashboard refreshes so KPIs and charts reflect the new entry.

Read Balance Mix

Each ribbon shows a category total with an icon on the colored strip.
The day-over-day % compares today’s displayed amount with yesterday (up, down, or no change).

Use the info tip

Select the info icon next to Dashboard.
Read: Overview of your books — balances, ledgers, and recent activity.
Click outside the tip to close it.

KPI cards

Card	Meaning
Cash in Pocket	Pocket / cash-in-hand style accounts
Cash & Savings	Accounts matching Settings → Cash & Savings filters
Payable	Matching payable accounts with negative balance
Receivable	Matching receivable accounts with positive balance
Investment	Accounts typed as Invest / Investment
Expenses	Expense-type account balances
Today Expense	Spend posted for today (opens expense-only journal for today)
Yesterday Expense	Spend posted for yesterday (opens expense-only journal for yesterday)

Add Transaction modal fields

Field	Required	Notes
Entry Mode	Yes	Normal Entry or Transfer
Transaction Date	Yes	Defaults to today
Account Name	Normal mode	Searchable account list
To Account (In) / From Account (Out)	Transfer mode	Must be different accounts
Narration	Yes	Short description
Credit / Debit	Normal mode	Entry type
Balance	Yes	Amount (non-negative number)
Attachments	No	Optional supporting files

Errors & edge cases

Missing date, narration, account, type, or amount: the modal shows a calm validation message (for example Narration is required. or Balance is required.).
Transfer with the same From and To account: From and To accounts must be different.
No accounts yet: the form notes that accounts must be added under Accounts first.
Charts may load slightly after the KPI cards; wait a moment if the chart area still shows a placeholder.
On mobile, chart axis labels wrap and the hover highlight stays translucent (no solid white flash).