Finance Dashboard

The Finance Dashboard gives treasurers and leaders a visual overview of your group's financial health. Treasurers see the full picture -- cash position, collection rates, category breakdowns, budgets, and action items. Section leaders see a focused view of their own section's spending and budget.

Opening the Dashboard#

Click Finance in the sidebar navigation. If accounting has not been set up yet, you will see an empty state with a Get Started button that launches the accounting setup wizard. Once configured, the full dashboard loads automatically.

First-Time Setup#

The first time a treasurer or group admin opens the Finance page, the Accounting Setup Wizard walks you through initial configuration -- setting your financial year, chart of accounts, and bank accounts. You only need to do this once; after that the dashboard populates with your data.

Access Levels#

The dashboard adapts to your role:

Dashboard Sections (Treasurer View)#

The treasurer dashboard is organised into collapsible sections. Each can be expanded or collapsed by clicking its header.

Needs Attention#

Shows action items that require your attention -- uncategorised transactions, unreconciled bank statements, overdue expense claims, and similar tasks. Each item links directly to the page where you can resolve it.

Cash Position#

Two side-by-side cards:

• Cash Position -- your current cash balance across all bank accounts, with income and expenses for the current period.
• Collection Health -- how effectively your group is collecting payments. Shows collection rates and any outstanding amounts.

Insights#

Collapsed by default. Contains:

• Monthly Trend Chart -- a bar chart of income and expenses month by month across the current accounting period.
• Category Breakdown -- a pie chart showing how spending is distributed across your chart of accounts categories.

Budget Tracking#

Three cards in a row:

• Section Spending -- progress bars showing each section's actual spending against its budget allocation.
• Event Budgets -- budget cards for upcoming events, showing allocated versus spent amounts.
• Other Budgets -- group-wide and section-specific budgets that are not tied to a specific event.

Finance Actions#

The Finance Actions dropdown in the top-right corner of the page gives quick access to common tasks:

• Add Transaction -- manually record income or expenses.
• Import Statement -- launch the CSV bank import wizard.
• Reconcile -- open the bank reconciliation dialog.
• Manage Budgets -- create and edit budget allocations.
• Close Period -- close the current accounting period (year-end).

Year-End Reminder#

When the current accounting period is approaching its end date, a Year-End Reminder banner appears below the page header. Click the banner action to open the Close Accounting Period dialog and begin the year-end process.

Budget Warnings#

If any budgets are approaching or exceeding their limits, a Budget Warnings banner appears with a summary. Click View Budgets to open the budget management dialog.

Section Leader View#

Section leaders who do not have treasurer access see a simplified Section Finances page. It focuses on:

• Budget and spending for the sections you lead.
• Category breakdown for your section's transactions.
• Recent transactions linked to your section.

If you lead multiple sections, a dropdown at the top lets you switch between them.

What's next#

• Accounting and Bookkeeping -- learn how to record and categorise transactions.
• Budgets and Financial Reports -- create budgets and generate reports for your committee.