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Overview

example

Financial dashboard for example. View account balances, net worth trends, and income/expense summaries.

Income StatementQueryJournal

Financial position

Net worth and the accounts that make it up

Net Worth
Assets plus liabilities over the last 12 months
106,826.049 USD-13 VACHR
+2,354.89 USDfrom previous month
Accounts
Current asset and liability account balances

Money movement

Monthly income and spending by account category

September 2017
Money in
September 2017
+4,639.7 USD+5 VACHR
Top sources
Average of up to 3 preceding periods
+11,939.32 USD+11.67 VACHR
View all
Money out
September 2017
-2,284.81 USD
Top spending
Average of up to 3 preceding periods
-8,188.02 USD-2,166.67 IRAUSD-42.67 VACHR
View all

Recent activity

Posting-aware activity from the journal

View all
Transactions
Newest transactions matching the current dashboard filters

Income vs Expenses

Income vs Expenses
Bar chart comparing total income and expenses for each interval in the selected period.

Amounts are shown in USD. Balances in IRAUSD, VACHR are not included.

Balance Sheet

Assets Distribution
Visual representation of example assets composition

Amounts are shown in USD. Balances in VACHR are not included.

Liabilities Distribution
Visual representation of example liabilities composition

Cash Flow

Cash Flow
Money flow from income sources to expenses and investments

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README.md