Use the dashboard
The dashboard is the quick status view for the business. It shows cash, month-to-date performance, review work, bank gaps, and recent activity.
What the dashboard shows
The dashboard is not meant to replace the review queue, reports, or ledger.
It gives you the fast read: how much cash is on hand, how the month is going, whether transactions need review, and whether any connected accounts need attention.
If the dashboard says something needs attention, click into the specific page. The review queue, reconciliation page, ledger, reports, and AI page are where the deeper work happens.
Look for review items, bank gaps, and current cash.
Click the card or recent transaction to inspect the detail.
Use the AI page when you want a plain-English explanation.
Books status
The books status card tells you whether the account looks current.
It checks the review queue and reconciliation gaps. If the queue is clear and there are no bank gaps, the dashboard should show that the books look current. If either number is not zero, open the related page before trusting month-end numbers.
Monthly trend
The monthly trend chart compares income and expenses over recent months.
Use it to spot obvious changes, not to replace the Profit and Loss report. If a month looks unusual, open Reports or ask AI why income or expenses changed.
Account balances
Account balance cards show connected bank and cash balances.
Click a balance to open the ledger filtered to that account. This is useful when a number looks wrong, a bank sync looks stale, or you want to see the transactions behind the balance.
Recent activity
Recent activity shows the latest transactions that reached the ledger.
Clicking a recent transaction opens the ledger search so you can inspect it in context. If you need the full transaction details, open the row from the ledger.
Inspect the ledger
The ledger is where you search transactions, filter accounts, export activity, and open the transaction detail drawer.
Read ledger guide