Financial overview
A live summary of your sample finances.
Dashboard account filterViewing all accountsCombined dashboard totals from every account
Multi-currency view: Original amounts are kept in their account currencies. Summary figures are converted to the selected reporting currency using each transaction’s saved exchange rate.
Total income
₱0
Converted reporting total
Total expenses
₱0
Converted reporting total
Net profit
₱0
Income minus expenses
Currency balances
₱0 · ¥0
Kept separate by currency
Income and expenses by month
● Income ● ExpensesExpense breakdown
Recent transactions
| Date | Description | Account | Category | Type | Original / converted |
|---|
Add, edit, search, delete, or import transactions from Excel. All dashboard figures update automatically.
| Date | Description | Account | Category | Type | Amount | Actions |
|---|
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Manage accounts
Manage categories
Category spending
Key figures
Average transaction
$0
Largest expense
$0
Data health
0 transactions recorded
0 active transaction days
0 expense categories used
Prototype settings
Dark appearance
Use a darker color scheme
Use a darker color scheme
Reporting currency
Convert dashboard totals to PHP or JPY
Convert dashboard totals to PHP or JPY
Reporting conversion rate
PHP value of ¥1
PHP value of ¥1
¥1 = ₱
Example conversion will appear here.
Restore demo data
Replace your current local sample
Replace your current local sample