Dashboard › Past

What it is for

The Past tab adds up only closed months. It is the basis for the averages used in projection and goals.

Before you start

• Have at least one month logged.
• Close finished months.

Step by step

1. Open the Dashboard and click Past.
2. Read the four numbers: Accumulated income, Accumulated expenses, Left over and Savings rate.
3. Hover the bars in "Income and expenses by month".
4. Open a month under "Closed months".

Every action on this screen

KPIs

Example: Accumulated income R$ 15,600.00, Left over R$ 4,380.30, rate 28.1%.

Income and expenses by month

Green bars (income) and terracotta (expenses) with a legend on top.

Expense mix and Fixed × variable

Donut by group and a fixed × variable bar, split by entity.

Largest entries

Table of the biggest expenses in the period; right-click copies description or amount.

Closed months

Table by month with income, expense, remainder and rate; Open goes to Month.

Shortcuts

• ⌘K: go to another screen. F1: Dashboard help.

Common problems

The tab is empty. No month is closed yet: open Month and click Close month.

See also

• Dashboard
• Month
• Dashboard › Compare