Overview
The Dashboard aggregates all your financial data into an intuitive interface with real-time updates. It’s designed to give you immediate insights into your financial status across different time periods.The Dashboard automatically processes recurring expenses when loaded, ensuring your data is always up-to-date.
Key Performance Indicators (KPIs)
The Dashboard displays four critical metrics at the top:Income
Total income for the selected period, displayed in Mexican Pesos (MXN)
Expenses
Total expenses for the selected period
Net Balance
Your bottom line: income minus expenses. Color-coded green for positive, red for negative
Transactions
Total number of transactions recorded in the period
Time Period Selector
Analyze your finances across different time frames:Preset Views
- Daily View: Shows data for today only
- Weekly View: Last 7 days of financial activity
- Monthly View: Last 30 days (default view)
- Custom Range: Select any specific date range
Using Custom Date Ranges
- Click the “Personalizada” (Custom) button
- A date picker panel appears with shortcuts
- Select your start date and end date
- Click “Aplicar” (Apply) to update the view
Trend Chart
The interactive trend chart visualizes your financial patterns over time:- Line chart showing income vs. expenses
- Color-coded lines: Green for income, red for expenses
- Responsive design adapts to all screen sizes
- Glassmorphism design with gradient accents for modern aesthetics
Chart Features
- Hover over data points to see exact values
- Automatic scaling based on your data range
- Dark mode compatible
- Updates dynamically when you change the time period
Screenshot placeholder - shows income and expense trends over time
Transaction Table
Below the chart, view a detailed table of all transactions:Table Features
- Sortable columns: Click any column header to sort
- Filtering: Filter by transaction type (income/expense)
- Pagination: Adjustable items per page (20, 50, 100, or 500)
- Color coding:
- Green rows for income transactions
- Red rows for expense transactions
- Grouping: Transactions grouped by date period
Transaction Details
Each transaction displays:- Date and time
- Type (Income or Expense)
- Category
- Description
- Payment method
- Amount (formatted in MXN)
Sorting and Filtering
- Sort: Click column headers to toggle ascending/descending order
-
Filter by Type: Use the filter buttons above the table:
- Todos (All): Show all transactions
- Ingresos (Income): Show only income
- Gastos (Expenses): Show only expenses
- Pagination: Navigate through pages or adjust items per page
User Workflow
Select Time Period
Choose from Daily, Weekly, Monthly, or Custom date range to set your analysis scope
Drill Down
Scroll to the transaction table to review individual transactions, sort by different criteria, or apply filters
Design Features
Visual Enhancements
- Gradient headers: Emerald to cyan gradient for brand consistency
- Glassmorphism effects: Frosted glass appearance with blur effects
- Animated elements: Smooth transitions and hover effects
- Dark mode support: Full theme compatibility
Responsive Design
The Dashboard adapts seamlessly to different screen sizes:- Desktop: Full grid layout with 4 KPI cards across
- Tablet: 2-column layout for KPIs
- Mobile: Single column stack with optimized touch targets
Best Practices
Daily Check-In: Start your day by reviewing the Dashboard to understand yesterday’s financial activity and your current position.
Related Features
- Manual Entry - Add individual transactions
- Recurring Expenses - Manage automatic expenses
- Reports - Generate detailed financial reports