Overview Tab

The Overview Tab is the landing page of the Unified Dashboard. It answers the question: "How am I doing financially right now?"

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📊 Visual Analytics

Key Performance Indicators (KPIs)

At-a-glance metrics displayed at the top:

• Net Worth: Your total wealth (Assets + Liabilities) in your Operating Currency.
• Monthly Income: Total income accrued this calendar month.
• Monthly Expenses: Total expenses incurred this calendar month.
• Savings Rate: Your savings efficiency percentage: Savings / Income × 100.

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🎯 Financial Indicators

Below the KPI cards, the Financial Indicators section lets you define and track Budgets and Savings Targets backed by live BQL data.

Budgets

A Budget tracks spending against a periodic limit for an expense account. Each budget card shows:

• Name and expense account.
• Progress bar — colored green (on track), orange (≥75%), or red (over budget).
• $spent of $available label with percentage.
• Status pill — On Track, Warning, or Over Budget.
• Stats row: Base Target · Rollover amount (if enabled) · Available (= Base + Rollover).

Rollover budgets accumulate unspent amounts across cycles. For example, if you budget $120/month and only spend $110, the extra $10 rolls forward and the next month's available budget becomes $130.

Adding a Budget

Click + Add Budget and fill in:

Field	Description
Name	Display label (e.g. Groceries)
Expense Account	The Expenses:* account to track (autocomplete)
Period	Weekly, Monthly, Quarterly, or Yearly
Target Amount	Spending limit per cycle
Currency	Tracking currency (defaults to Operating Currency)
Enable Rollover	Roll unspent budget into next cycle
Start Date	When the budget begins (only shown when rollover is off)
Tag	Optional tag to filter transactions (e.g. dining or vacation)
Tag Mode	Match strategy: has (must contain tag) or not_has (must exclude tag)

This writes an event "Indicator" "Budget" directive to events.beancount:

2026-01-01 event "Indicator" "Budget"
  name: "Groceries"
  accountQuery: "Expenses:Food:Groceries"
  cycle: "Monthly"
  target: 500.00
  currency: "USD"
  isRollover: 1
  tag: "groceries"
  tagMode: "has"

Targets

A Target tracks progress toward a savings or accumulation goal for an asset account. Each target card shows:

• Name and asset account.
• Progress bar colored by completion percentage.
• Stats row: Goal · Saved so far · Still needed.

Adding a Target

Click + Add Target and fill in the same fields as a budget (including optional Tag filters), but select an Assets:* account. This writes an event "Indicator" "Target" directive to events.beancount.