Understanding the Dashboard
Learn about the main features and sections of your Personal Finance Tracker dashboard
The dashboard is your command center for managing your finances. It provides a quick overview of your financial situation and easy access to all major features.
Dashboard Sections
Quick Actions
Fast access to common tasks like adding transactions, recording income, or creating budgets. Get things done with one click.
Financial Summary
View your total balance, income, and expenses at a glance. This section updates in real-time as you add transactions.
Spending Chart
Visual breakdown of your spending by category. See where your money is going with interactive charts.
Accounts Overview
View all your connected accounts and their current balances. Quickly switch between accounts.
Navigate the Top Bar
The top navigation bar provides quick access to main sections: Dashboard, Transactions, Budgets, Goals, Reports, Accounts, and more. Click any item to navigate to that section.
Use Quick Actions
The "Quick Actions" card provides one-click access to common tasks:
- Add Income: Quickly record income transactions
- Add Expense: Record a new expense transaction
- Scan Receipt: Use your camera to scan and add receipts
- View Reports: Access your financial reports
Financial Summary Cards
The four summary cards at the top display your key financial metrics for the current month:
- Total Balance: Combined balance across all your accounts
- Monthly Income: Total income received this month
- Monthly Expenses: Total amount spent this month
- Budget Remaining: Total budget remaining for the month
These cards update automatically as you add new transactions, providing real-time insights into your financial health.
Spending Chart
The "Spending Chart" section displays a visual breakdown of your expenses by category:
- View which categories consume the most of your budget (Food & Dining, Transportation, etc.)
- Hover over chart segments to see exact amounts and percentages
- Quickly identify spending patterns and areas to optimize
- Color-coded segments make it easy to compare different categories
Click "View Reports" below the chart to access more detailed analytics and export options.
Accounts Overview
The "Accounts Overview" section shows all your connected accounts at a glance:
- Account Name: Customizable name for each account (e.g., "Main Checking", "Savings")
- Account Type: Checking, Savings, Credit, or Investment
- Current Balance: Up-to-date balance for each account
- Click on any account to view detailed transaction history and manage account settings
Keep your accounts updated to ensure accurate financial tracking and reporting.
