Dashboard
Net balance, monthly trend and annual statistics
The Dashboard gives a complete overview of your finances: current month balance, 6-month trend and annual per-category statistics.
Net balance
The card at the top shows the net balance for the selected month:
- Positive (green) — income exceeds expenses
- Negative (red) — expenses exceed income
Below the balance is a three-column summary: Income / Expenses / Investments.
Month navigation
Use the ‹ and › arrows on either side of the month to move to the previous or next month. Tap the month name to open the calendar picker and jump directly to any month.
Trend (last 6 months)
The bar chart shows income vs expenses for the last 6 months, letting you spot trends and anomalies at a glance.
Category breakdown
Below the chart is a percentage breakdown of expenses (or income/investments) per category for the current month.
Annual statistics
Expand the Annual statistics section to see:
| Metric | Description |
|---|---|
| Total income | Sum of income in the selected range |
| Total expenses | Sum of expenses in the selected range |
| Total investments | Sum of investments in the selected range |
| Savings ratio | Average monthly savings percentage |
| Monthly average | Average amount per category / month |
Annual range filter
Select the analysis range at the top of the section:
- Last 6 months
- Last 12 months
- This year
- Past years
Dashboard data is loaded from the local cache (Dexie) and updates in real-time when you add or edit movements.