Cash & Savings

Version: 1.0.3
Route: /cash-savings
Who can access: Signed-in users.

Screenshot

What this page does

Lists accounts that match the Cash & Savings filters configured under Settings (selected Account Type and/or Cash Type values). Use it to monitor liquid balances and jump into each account’s journal.

Layout at a glance

• Title Cash & Savings with info tip
• Search: Search accounts…
• Table: SR., ACC Name, Phone Number, ACC Type, Cash Type, Balance
• Footer Total of listed balances
• Pagination when needed

Steps

Review cash positions

1. Open Cash & Savings from the sidebar (or the Dashboard KPI card).
2. Read each account’s Balance (green for positive, red for negative).
3. Check the Total row for the filtered set.

Search

1. Enter text in Search accounts….
2. Narrow by name, phone, type, or balance text.

Open an account journal

1. Select an ACC Name link.
2. Transactions opens filtered to that account, with a path back to Cash & Savings.

Adjust which accounts appear

1. Open Settings.
2. Under Cash & Savings, set Account Type and Cash Type multi-selects.
3. Select Save.
4. Return here — the list refreshes to matching accounts.

Table columns

Errors & edge cases

• Empty list: No matching Cash & Savings accounts yet. Confirm Settings filters and that accounts use those types.
• No search matches: No accounts match your search.
• Info tip: accounts matching any selected Account Type or Cash Type under Settings → Cash & Savings.

Related links

• Dashboard
• Accounts
• Settings