Dashboard

The Dashboard gives you an at-a-glance view of your financial health for the current month and year to date.

Summary Cards

At the top of the Dashboard you'll see four summary cards:

Card	What it shows
Revenue	Total income for the current calendar month
Expenses	Total expenses for the current calendar month
Net Profit	Revenue minus expenses for the current month
YTD Net	Net profit from January 1 through today

These numbers update immediately when you add or edit transactions.

Account Balances

Below the summary cards, the Account Balances section shows the current computed balance of each active bank account. Balances are always live — they reflect every transaction and transfer recorded in the system.

If you haven't created any accounts yet, this section won't appear. See Managing Accounts to get started.

Business Line Breakdown

Each of your business lines appears as a card showing:

• Month-to-date revenue and expenses
• A Pre-Revenue badge if the line is marked as pre-revenue in Settings (indicates it's not yet generating income by design)

Revenue Chart

The bar chart shows monthly revenue for the current year broken down by business line. Hover over a bar to see the exact amounts.

Recent Transactions

The bottom of the Dashboard lists the 10 most recent transactions across all business lines. Click any transaction to open it for editing.

AI Financial Insight

Click Get AI Insight to ask Claude for a financial health summary based on your current data. The AI sees your real numbers — revenue, expenses, profit margins, and trends — and provides a narrative analysis.

This makes an API call to Anthropic each time it's clicked. If ANTHROPIC_API_KEY is not configured, the button won't appear.