Dashboard

The Dashboard is a Skrooge plugin that displays global information about your financial situation.

You can add new graphical items using button on the top right corner. You can configure each graphical item by clicking on the icon on it. You can organize the graphical items on the dashboard by using the drag and drop.

Tip

Combined with bookmarks, this is a good way to have quick different views of your financial status.

Advice

This graphical item displays some advice by order of priority. For each of them, you will be able to:

  • Open or clean concerned operations

  • Dismiss this advice

  • Dismiss this advice for the current month

  • Dismiss this kind of advice

  • Dismiss this kind of advice for the current month

Tip of the day

Display the tip of the day. You can click on the graphical item to see the next tip.

Accounts (Light)

Display the balance of each account and type of account. You can configure this graphical item to select what you want to see.

Accounts (Full)

Display the balance of each account and type of account. The balance can be compared with the balance one month before and one year before.

Banks (Light)

Display the balance of each bank. The corresponding report can be directly opened from the graphical item.

Banks (Full)

Display the balance of each bank. The balance can be compared with the balance one month before and one year before.

Income & Expenditure

Display the incomes, expenditures and savings for two different periods (example: current month, current year, previous month, ...). Of course, you can:

  • Select the two periods you want

  • Choose if transfers are taken into account or not

  • Choose if tracked operations are taken into account or not

  • Open the corresponding report

Highlighted operations

Display the list of highlighted operations.

Scheduled operations

Display the list of scheduled operations.

5 main categories of expenditure

Display the 5 main categories of expenditure for the current month or the previous month.

5 main variations

Display the 5 main variations of income and expenditure for the current month or the previous month.

Budget

Display the budget for the current month or the previous month.

Alarms

Display the alarms defined in Search and Process.

Report

Display the report you want.

Quotes

Display the quote of the defined units and the variations. You can choose the types of units to display.

Portfolio

Display all information relative to the shares you have.

Estimated interest

Display the estimation of interest for each account. You have to use the simulation page to define the rate of each account.