Dashboard
See your company's financial position the moment you sign in.
How to use it
Sign in, select (or switch to) a company, and the Dashboard loads automatically. No setup is required to see it - it reflects whatever data already exists for the selected company.
Configuration
No configuration needed. Accuracy depends on your accounts and transactions being up to date, which happens naturally as you import, classify, and record activity elsewhere in the app.
Details
| Menu location | Left nav, top item, labeled Dashboard. |
| Who uses it | Every user, every time they open the app |
| Prerequisites | None |
Related pages
See which plan includes Dashboard on pricing, or how Count My Bucks compares to QuickBooks.