Dashboard Analytics & Summaries
The Dashboard tab gives you a visual overview of your finances, organized by CRA category.
What you'll see
Summary bar
At the top of every page, a sticky bar shows:
- Total Income — all client revenue and other income
- Business Expenses — total deductible expenses
- Personal — total personal spending
- Needs Review — count of flagged transactions
Category breakdown
A chart showing how your business expenses are distributed across CRA categories. Hover or tap for exact amounts.
Top categories
Your largest expense categories ranked by total amount. Useful for identifying where your money goes.
Income by source
If you have multiple clients or income sources, see them broken down individually.
Fiscal year filtering
If you have multiple fiscal years, use the fiscal year picker to switch between them. Each year shows its own totals and charts.
Pro plan required
Free accounts can see the first 3 category totals. Upgrade to Pro for the full dashboard with all categories, charts, and analytics.
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