Using the Dashboard

The Dashboard is your home screen after sign-in.

Stats

You’ll see year and lifetime style summaries for receipts/expenses, income, and related activity. Use these as a pulse check — detailed breakdowns live on Reports.

Activity feed

Recent properties, jobs, receipts, and income appear in the feed. CSV imports on web may group as batch activity.

Quick actions

Shortcuts help you add a property, receipt, income, or job. If you’re at your plan’s property limit, adding a property opens the paywall — see Property limit and paywall.

Tips

• After your first entries, refresh or navigate away and back if the feed feels stale on a slow connection.
• Welcome or tour modals may appear on first login; you can dismiss them and continue.