A quick guide to help you get the most out of your finance dashboard. The navigation bar now includes a Settings menu for logged-in users, with access to your profile, preferences, documentation, and account actions.
Getting Started
Login/Register: Use your credentials to log in or register.
Dashboard: After login, you will see your dashboard with a chart and a table of your financial items. The navigation bar at the top provides quick access to your profile, preferences, documentation, and logout via the Settings menu.
Profile Page: Access your profile from the Settings menu to view your account details, change your password, and manage your data/account.
Important: To accurately forecast your existing financial data, you must add at least one Balance item. The Balance item represents your current financial state and is used as the starting point for all forecasts.
Managing Financial Items
Add Item: Click the Add Item button, fill in the form, and submit to add a new financial item.
Edit Item: Click Edit next to an item to update its details.
Delete Item: Click Delete next to an item to remove it. Confirm the prompt.
Hide/Show Item: Click the eye or eye-slash icon to hide or show an item. Hidden items are excluded from calculations and the chart.
Chart and Forecast
Forecast Years: Use the dropdown to select the number of years for the forecast. The chart updates automatically.
Chart: Visualizes your forecast, margin, pension, investment, and saving data.
Tabs and Filtering
Use the tabs above the table to filter items by category (All, Balance, Income, Expense, Saving, Pension, Investment).
Deleting Your Data & Account
Delete All My Data: Go to your Profile page via the Settings menu and use the Delete My Data button. This will permanently delete all your financial data. This cannot be undone.
Delete My Data & Account: On your Profile page, use the Delete My Data & Account button to remove your account and all associated data. You will be logged out and your account will be removed.
Logout
Click Logout in the Settings menu at the top right to sign out.
Support
If you encounter issues, contact your administrator or support team.