The Dashboard in Foreceipt gives you instant visibility into your financial data—totals, trends, and insights—at a glance. Below is a polished walkthrough to help users make the most of it.

What You'll Discover on the Dashboard

• Summary View: Quickly find key metrics like your total spending, top categories, and merchant breakdowns.

• Filtered Dashboards: Explore focused views—such as weekly or monthly summaries—designed for quick decision-making.

• Consistent Layout: All Dashboard pages follow the same structure, making it easy to switch between views seamlessly. 

How to Navigate Dashboard Pages

1. Access the Dashboard
   From the web portal’s sidebar, locate and open the Dashboard section to view its overview.

2. Switch Between Dashboards
   You can switch between Summary, Summary by Category, Summary by Account and Balance. You can change the time frame for each of them.

3. Read the Dashboard Layout
   Each dashboard follows a uniform layout—typically showing:

   • Total expense and income for the selected time frame

   • Expense and income by category or by account

Why Dashboard Pages Are Useful

• Quick insights: See what's happening with your finances at a glance.

• Efficiency: Eliminate the need to manually generate reports for basic overviews.

• Consistency: Familiar layout across dashboards ensures fast, intuitive navigation.