# Dashboard

The Dashboard is the first page you see after logging in. It provides a snapshot of your current financial position — account balances, a summary of where you stand, and your most recent transactions.

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## Overview Panel

The top section of the Dashboard shows your overall balance summary:

- **Total balance** — the sum of all active account balances. Credit card balances are negative (money owed), bank and savings balances are positive.
- **Individual account balances** — each account is listed with its current balance and account type.

Balances are shown in the currency you configured in **Settings → General**. The currency symbol is applied globally; Tally does not do currency conversion.

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## Accounts Table

Below the summary, the Dashboard shows a table of all your active accounts. Each row displays:

- Account name
- Account type (bank, credit card, savings, investment, or other)
- Current balance

Click any account name to go to the **Accounts** page filtered to that account.

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## Recent Transactions

The bottom section shows your most recent transactions across all accounts. Each row includes:

- Date
- Description
- Account
- Category
- Amount
- Status badge — **Verified** (green) for transactions confirmed by a bank import, or **Estimate** (pink) for manually entered transactions not yet confirmed

This panel shows a fixed number of recent entries. To see the full transaction history with filtering and search, go to the **Transactions** page.

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## Monthly Net Cash Flow

The Dashboard shows a **Monthly net cash flow** chart — income minus spending for
each month, using the same exclusion rules as the rest of the app (transfers, debt
payments, and savings transfers are not counted as income or expense).

A range selector lets you switch the window shown between **1M**, **3M**, **6M**, and
**12M**. A full net-worth trend over time is planned for a later release.

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## Status Badges

Tally uses a colour-coded badge system throughout the UI:

| Badge | Colour | Meaning |
|-------|--------|---------|
| Verified | Green | Transaction matched and confirmed by a bank import |
| Estimate | Pink | Manually entered; not yet confirmed by import |
| Savings | Cyan | Transaction linked to a savings goal contribution or withdrawal |
| Debt | Purple | Transaction linked to a debt payment |
| Transfer | Cyan arrow | Transaction is one side of an account transfer |

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## What the Dashboard Does Not Show

The Dashboard is intentionally minimal. It does not show:

- Budget progress (see [Budgets](budgets.md))
- Savings goal progress (see [Savings](savings.md))
- Debt balances (see [Debt](debt.md))
- AI coaching (see [AI Coach](ai-coach.md))

Use the sidebar navigation to access each feature area.

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## Related

- [Accounts](accounts.md) — managing your accounts
- [Transactions](transactions.md) — full transaction history and filtering
- [Budgets](budgets.md) — budget tracking by category