Your Paybook account dashboard contains the most used widgets to get a broad idea of your finances.

Have:

This is the sum of all your positive transactions throughout your accounts

Owe:

This will display how much debt you have on your credit cards.

Net Worth:

This is the calculation of both what you have and what you owe.

Spending by category:

We will display the trends you’re taking on your expenses via categorized purchases on a monthly basis.

You can change the month being displayed by clicking on the date displayed (You can only go back one year to the current date being displayed).

To get a better idea of a specific category just click on the name and it will take you to said Category.

Performance over time:

Here you will be able to compare via a yearly chart your expense vs income

Recent PayBooks:

This is the area where we will show you the latest PayBooks that have had any new transactions.

Recent Transactions:

Take a look at the last 10 transactions you made.

You can add tags to each and every one of them by clicking on the ”+” sign near the last tag

If you want to see the full content click on the name of the transaction and you will be taken to the transaction detail where you can continue to modify it.

Accounts:

Contains all your current accounts by their type.

Yo can access quickly to the link account menu by clicking on the “+“ sign near the top of the section

The balance displayed is a general one depending on the account type

You can see each individual account by clicking on the expand button.

NOTE: In case one of your accounts needs attention we will notify you in the dashboard via the account status widget
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