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A dashboard is a complete financial picture for one context. Basic users get one dashboard; Premium users can run up to five — one per client, project, or part of life.

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Financial overview

The top of every dashboard shows the core numbers for the selected period:
  • Total income
  • Total expenses
  • Net balance (income minus expenses)
  • Expense-to-income ratio
  • Cash flow trend versus the previous period
The period selector covers Today, This Week, This Month, This Quarter, This Year, and a custom date range. It defaults to This Month.
Everything updates in real time. When you add a transaction, the metrics and widgets refresh without a page reload — typically in under half a second.

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Widgets

The lower section is a drag-and-drop, resizable widget grid that snaps to a column layout (2 columns on tablet, 3 on desktop, 4 on wide screens). Six widget types are available at launch:
WidgetShows
Income ChartIncome over the period, segmented by group
Expense ChartExpenses over the period, segmented by group
Net Balance ChartRunning net balance over the period
Category BreakdownShare of transactions per group
Recent TransactionsYour 10 most recent transactions
Upcoming ExpensesRecurring expenses and trials due in the next 30 days
Chart colours carry meaning, not decoration: income is green, expenses are red, net balance is blue. Each widget has its own settings — period, data source (all groups or specific ones), chart type, and title. Empty widgets show a clear prompt to add a transaction.

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Multiple dashboards

Premium unlocks up to five fully independent dashboards. Each has its own:
  • Name and description
  • Base currency
  • Groups
  • Transactions
  • Widget layout
  • Notification preferences
Switch between them from the dashboard selector in the top navigation — one click, no reload. myClerkBook remembers the dashboard you used last and returns you there on your next sign-in.
Dashboards are fully isolated by design. The mental model is “my Client A work” and “my personal finances” as separate worlds — not one list with labels. Basic users have a single dashboard, and the multi-dashboard UI stays hidden until you upgrade.