How to use Financial Dashboard
What does it do?
A financial dashboard combining your data from the platform’s tools: monthly spending, where money goes, budget vs actual and projected cash.
What you need
Data in Expense Tracker, Budget Planner or Cash Flow Analyzer on the same device.
Steps
- Log expenses in “Expense Tracker”.
- Enter income and lines in “Budget Planner”.
- Optionally add projections in “Cash Flow Analyzer”.
- Open the Financial Dashboard to see the full picture.
What you get
Income, spending and saving KPIs, monthly charts, budget alerts and a cash projection.
Tips for better results
- Data is read from the platform tools in the same browser.
- Update expenses weekly for better results.
Requirements
Requires a Creator or Studio plan. Runs in your browser and does not upload your files to any server.
Top 4 uses
1Family budget
A clear monthly picture.
2Freelancers
Income vs expenses.
3Saving
Track your saving rate.
4Purchases
Does the budget allow it?
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Other tools you may like
Invoice OCRExtract structured invoice information from uploaded invoices using OCR and document parsing.Receipt ScannerScan receipts and extract merchant, date, amount, tax and category.Expense TrackerTrack, categorize, search and summarize personal or business expenses.Budget PlannerCreate and manage budgets, categories, goals and budget-vs-actual analysis.Cash Flow AnalyzerAnalyze cash inflows and outflows, patterns, liquidity and cash flow trends.Forecast GeneratorCreate scenario-based financial forecasts from your historical and planning data.