Read the Dashboard

Confirm the context

Check the Workspace name first. Period wording follows Business Structure:

• Sole Proprietor uses This Year, Last Year, and YTD language.
• Corporation may use This Fiscal Year, Last Fiscal Year, and fiscal-period language.

Use the clearly labelled Current Period selector in the upper-right of the summary card to change the totals. This period controls the summary cards; it does not limit the separate Income versus Expenses trend selector.

Summary cards

Dashboard may show:

• Income;
• Expenses;
• Net Income;
• GST/HST Owing when tax tracking is enabled;
• an alternative all-time Net Income summary when GST/HST tracking is disabled.

Cards may link to the supporting Profit and Loss, Expense by Category, or GST/HST report.

Charts

Use Income versus Expenses trends to review direction over the selected range. Choose All time to include every completed Income and Expense transaction currently stored in the Workspace, including activity before the current fiscal year. Top Expense Categories highlights where recorded spending is concentrated.

Dashboard loads summary information. Open the related report or transaction list before making an accounting decision.

On a phone

After sign-in and Workspace selection, Dashboard opens in the phone navigation for supported mobile widths. Use the period control to change the summary period. The phone view shows the same summary totals, comparison direction, Income versus Expenses line trend, and proportional bars for leading Expense Categories without loading the underlying transaction-detail rows.

Important boundaries

• Pending or ignored bank rows do not represent final report transactions.
• Needs-review transactions may be excluded from final totals.
• Dashboard is not an Accountant Export or tax filing document.
• If values appear empty after a session error, restore authentication before assuming data is missing.

Related articles

• Profit and Loss reports
• Expense by Category