Your Workspace

Dashboard

The Dashboard is the first screen you see after signing in. It gives you a real-time snapshot of your finances, pulled together from every transaction you've logged.

What's on the dashboard

The dashboard brings your key numbers together in one place:

• Income & expense totals — your money in and money out for the current period.
• Net position — income minus expenses, so you can see at a glance whether you're ahead.
• Cash flow — how money is moving over time.
• Recent transactions — your latest entries, so you can confirm everything is captured.
• Spending overview — a breakdown that highlights where your money is going.

Currency display

All amounts are shown in your selected display currency. You can change this any time in Preferences, and ExpenzX normalises values using exchange rates so multi-currency activity stays consistent.

Where to go next

The dashboard reflects the data you put in, so the best next step is to add some transactions:

• Use Transactions to log income and expenses, or scan a receipt.
• Once you have a few weeks of data, open Reports for deeper trends.