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Dashboard and Overview

Cashlytics has two summary surfaces: Dashboard for fast status checks and Overview for broader monthly context.

Dashboard​

Use the dashboard to verify that your financial data is up to date after adding or changing accounts, income, expenses, transfers, or imported rows.

The dashboard summarizes:

  • total account balances
  • income and expense totals
  • recent transactions
  • category breakdowns
  • upcoming recurring payments
  • quick account snapshots

Most write actions revalidate the dashboard after saving, so it is the best place to confirm whether a change affected totals.

Overview​

Use Overview when you want a more analytical snapshot of the current month. It focuses on cashflow, categorized spending, trends, and forecast-like summaries rather than individual form workflows.

Common Checks​

  • If balances look wrong, review account opening balances first.
  • If a recurring item is missing, check its start date, end date, and recurrence type.
  • If category totals are incomplete, assign categories to expenses and daily expenses.
  • If imported rows do not appear, finish the CSV import confirmation step.