Understanding your dashboard

At the top of your dashboard, you'll see summary cards showing your income totals for three time periods:

• This month -- total income received in the current calendar month
• This quarter -- total income for the current calendar quarter (Jan--Mar, Apr--Jun, Jul--Sep, Oct--Dec)
• This year -- total income for the current calendar year

All totals are displayed in Canadian dollars (CAD) only. Income entries recorded in other currencies (USD, EUR, GBP) are not included in these figures. See Multi-currency support for details on how currencies are handled.

Below the summary cards, the dashboard shows your most recent income entries. Each entry displays:

• The client or sender name
• The amount and currency
• The date the payment was received
• The source label (e-Transfer or Manual)

Click any entry to view its full details, or click View all to go to the complete income list.

Use the period tabs at the top of the dashboard to filter your view:

• Month -- shows the current month's income and transactions
• Quarter -- shows the current quarter's income and transactions
• Year -- shows the current year's income and transactions

Switching tabs updates the summary cards and the transaction list below them.