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Financial Dashboard

Complete financial visibility in one place

Full financial tracking — accounts, budgets, brands, invoices, and P&L reporting. From daily expenses to annual financial reviews.

  • Checking, savings, credit card, loan, cash
  • Bank linking via Teller for auto-sync
  • Budget categories with spending charts
  • Invoices with custom fields & CSV import

How It Works

1

Multi-Account Tracking

Add checking, savings, credit card, loan, and cash accounts. Each tracks its balance from an opening balance plus all transactions.

2

Budget Categories & Charts

Create custom budget categories with monthly targets. See spending breakdowns as pie charts and bar graphs. Get alerted when you're over budget.

3

Brand P&L

If you run a side business or freelance, tag transactions by brand. View profit and loss statements per brand with monthly trend analysis.

4

Invoice Generator

Create professional invoices with custom fields, line items, and tax calculations. Export as CSV or share directly with clients.

Ready to try Financial Dashboard?

Explore Financial Dashboard with a pre-loaded demo account — no sign-up needed. Or start your own account with full access to every module.

Shared account — no sign-up required

View Plans Free Tutorial Course

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