Dashboard & Workspace

Explore the Hisabox command center, KPI metric cards, and Trial Mode subscription alerts.

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.

Hisabox Dashboard Overview and Financial Metrics

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.