Dashboard
The dashboard is the first thing you see when you sign in: a set of cards showing what needs you and the figures you care about. If you prefer, switch to Today, a short ranked list of what needs you.
What It Shows
The money side lives in your books, as a monthly ledger:
October ledger
| Entry | Category | Amount |
|---|---|---|
| Rent · 2 doors | Income | +$2,845.00 |
| Insurance · portfolio | Fixed | −$420.00 |
Starting Something New
Each area holds its own control for adding to it, rather than a row of shortcuts on the dashboard:
What the dashboard does carry is what needs you: anything waiting on your approval is called out at the top, and selecting it takes you to the item.
Recent Activity
The dashboard also shows recent activity: what your assistant did, what you approved, and what came in. Select any item to see its full context. The Activity Log keeps the complete record.
To change your dashboard, open Settings > You & your home and find Home screen: pick the cards or Today, and choose which figures the cards show.