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Dashboard

The dashboard is made of three sections.

The first display expenses, income and primary account balances as of the specified end date.

You can modify the period for the three sections by clicking in the following menu:

Current Month is always the period selected by default. You can, however, select in the list the period you desire. Once the period is modified, it becomes the new default in the dashboard.

The Custom period allows the user to pick an interval of dates to consider.

Expenses : This section shows the four highest expense categories by percentage. Other expense categories are summed up in the Other category for presentation purposes. Place the pointer over the graph to see each category total.

Income : This section shows the four highest income categories by percentage. Other income categories are summed up in the Other category for presentation purposes. Place the pointer over the graph to see each category total.