The Command Center
The Dashboard provides an instant, consolidated pulse of your financial health. It aggregates recent cash activity, category distributions, and workspace license status.
Trial & Subscription Status Banner
Active trial workspaces display a dynamic top alert highlighting the days remaining in your free trial (e.g., "You are in Trial Mode. Your free trial will end in 14 days") along with a one-click Upgrade Now action.
Quick Actions
- + New Transaction: Record a manual income or expense entry with tax metadata.
- Scan Receipt: Launch the AI-powered receipt digitization modal.
- Search & Filter: Instantly filter transactions by description, date, or category.