The dashboard combines your live balance, monthly trend and category split.
Layout overview
The dashboard is split into four zones — Balance summary, Trend chart, Quick actions and Alerts — followed by the bottom navigation bar.
Net balance card
The top card shows your live financial picture:
- Net balance — total income minus total expense for the selected period
- Cash in — total income (green)
- Cash out — total expense (red)
- Period filter — Today, This Week, This Month, This Year, or custom range
Tip: Tap any of the three numbers to drill down — opens the cashbook filtered to that period and category.
Trend chart
Below the balance card you'll see a daily / weekly / monthly bar chart of income vs. expense. Toggle the period at the top-right of the chart.
- Tap any bar to view the entries for that day or month
- Long-press to compare with the previous period
Quick actions
The four shortcut tiles let you skip into the most common flows:
➕
New Expense
Opens the expense entry sheet directly.
💵
New Income
Quickly log a salary, payment received or other income.
🧾
New Invoice
Jump straight to the GST invoice creator.
💳
New Payment
Record a payment received or made — link to invoices later.
Alerts & status panel
Just below the chart, you'll see live alerts:
- Overdue invoices — invoices past their due date
- Low-stock items — anything below your threshold
- Budget warnings — categories that are about to overshoot the monthly limit
Pay attention to red dots. They mean a deadline or limit is at risk — tap to act.
Bottom navigation bar
The bottom bar gives you quick access to the five main areas:
- Home — this dashboard
- Cashbook — daily expense & income list
- Invoices — all sell invoices and PDFs
- Stock — items, ledger and low-stock alerts
- More — Reports, Tools, Settings, Backup