abacova — full course Lesson 6

The dashboard

Duration: 8:32

See at a glance how your finances are doing: choose the period, see each card's exact figures, arrange the dashboard your way and jump to the report behind it.

Video thumbnail: The dashboard

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Chapters

  1. Introduction
  2. Contents
  3. 1. Reading the dashboard · 1.1 What a card tells you
  4. 1.2 Choose the period
  5. 2. What comes in and goes out · 2.1 Cash flow
  6. 2.2 Savings rate
  7. 2.3 Spending pace
  8. 2.4 Spending by category
  9. 2.5 Top categories over time
  10. 3. What you have · 3.1 Net worth
  11. 3.2 Net worth change
  12. 3.3 Cash balances
  13. 3.4 Assets vs debts
  14. 3.5 Months of cover
  15. 3.6 Projected month-end balance
  16. 4. Plans and what's coming · 4.1 Budget status
  17. 4.2 Portfolio
  18. 4.3 Debt balances
  19. 4.4 Upcoming
  20. 4.5 Recent transactions
  21. 5. Your dashboard, your way · 5.1 From chart to table
  22. 5.2 Arrange, resize and hide
  23. 5.3 Each card's arrow

Reading the dashboard

The dashboard is where you land when you open abacova on the web: compact cards that sum up your money, in your display currency, on one screen. On the phone the app opens on Accounts, which has its own cards.

What a card tells you

Each card has a headline figure, often a small badge with the change (green when it's good news, red when it isn't) and a small chart.

Choose the period

The period chosen at the top applies to most cards: this or last month, the last 3 or 12 months, the year to date, this year, or your own dates. Cards marked "12 mo" always cover the current month and the eleven before it, and cards marked "This month" stay on this month. If you choose the last three months, cash flow changes but income vs expenses doesn't, because it carries the 12-month mark.

What comes in and goes out

  • Cash flow follows your period. Money moved between your own accounts, lending, borrowing and being repaid count as neither income nor expense.
  • Income vs expenses covers twelve months.
  • Savings rate is the share of income you kept. A month with no income shows a gap.
  • Spending pace compares this month's spending so far with last month at the same day.
  • Spending by category shows where your money went.
  • Top categories over time covers twelve months. One spike is usually a one-off, while a steady rise is a habit worth reviewing.

What you have

  • Net worth is what you own minus what you owe.
  • Net worth change covers twelve months.
  • Cash balances is a large card showing each account's balance.
  • Assets vs debts shows both by account type when you hover over it or focus it with the keyboard.
  • Months of cover says how long the money in your checking, savings and cash accounts would last at your average monthly spending.
  • Projected month-end balance takes today's balances and adds what's planned until the end of the month.

Plans and what's coming

Budget status opens the budget it shows, or the budgets list. Portfolio, Debt balances, Upcoming and Recent transactions each open their own page. In debts, a shared bill counts at your share.

Your dashboard, your way

From chart to table

The table icon on a card switches it between the chart and a small table of the same figures. Each card remembers its choice.

Arrange, resize and hide

Press Edit layout to drag cards into a new order, hide them and resize them with the S, M and L buttons each card offers. Widgets shows or hides cards, and Reset to default layout also returns every card to its default size. Your layout is saved to your account, so it's the same in every browser.

Each card's arrow

The arrow in a card's corner opens the report behind it, with the card's period, display currency and filters, so you see the same numbers in more depth. That report is new and unsaved: save it as your own to keep it. The browser's Back button returns you to the dashboard.