Dashboard

The Dashboard provides a high-level overview of your financial status with stat cards, upcoming bills, and quick actions.

Accessing the Dashboard

Click Dashboard in the sidebar navigation, or select it from the top of the sidebar menu.

Stat Cards

Four summary cards give you an instant snapshot of your finances:

Card	Description
Total Bills	Number of active bills being tracked
Due This Week	Bills due in the next 7 days
Overdue	Bills past their due date requiring attention
Monthly Total	Combined amount due for the current month

Clickable Navigation

Each stat card is clickable. Clicking a card navigates you to the Bills page with the corresponding filter applied. For example, clicking Overdue takes you directly to a filtered view of overdue bills.

Upcoming Bills

A table below the stat cards lists bills due soon, sorted by due date. Each row shows:

• Bill name and icon
• Due date
• Amount
• Current status (overdue, due soon, upcoming)

Quick Actions on Bills

From the Upcoming Bills table, you can:

• Pay - Record a payment directly without navigating away
• Edit - Open the bill editor to update details

Quick Actions Panel

The Quick Actions section provides shortcuts to common tasks:

• Add Bill - Create a new bill or deposit
• View All Bills - Navigate to the full bill list
• View Payments - Open the payment history
• View Analytics - Jump to the Analytics page

Reminder Alerts

When one or more bills match their configured reminder windows, a floating bell appears in the lower-right corner. Open it to review upcoming, due-today, deposit, and overdue alerts in a side drawer. Reminder timing is configured separately on each bill.

Cash Flow Forecast now lives in Analytics, alongside budgets and the other planning views.

Tips

1. Start your day here - The Dashboard gives you everything you need to know at a glance
2. Watch the Overdue card - Address overdue bills promptly to stay on track
3. Use Quick Actions - Save clicks by using the shortcut buttons instead of navigating through menus