Overview Tab

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

📊 Visual Analytics

At-a-glance metrics displayed at the top:

Net Worth: Your total wealth (Assets minus Liabilities) in your Operating Currency
Monthly Income: Total income accrued this calendar month
Monthly Expenses: Total expenses incurred this calendar month
Savings Rate: Your efficiency metric: (Income - Expenses) / Income as a percentage

Chart Type: Interactive line chart showing your financial trajectory
Time Period: Historical net worth from the earliest transaction to today
Data Source: Calculated as Assets - |Liabilities| for each month in your history
Interactivity: Hover over points to see exact values with dates
Requirements: Needs at least 2 months of data to render

All data on this tab comes from direct bean-query BQL queries. Here are the exact queries used:

Total Assets:

SELECT convert(sum(position), 'USD') WHERE account ~ '^Assets'

Total Liabilities:

SELECT convert(sum(position), 'USD') WHERE account ~ '^Liabilities'

Net Worth = Assets - |Liabilities|

Current Month Income:

SELECT convert(sum(position), 'USD') WHERE account ~ '^Income' AND date >= 2026-02-01 AND date <= 2026-02-28

Current Month Expenses:

SELECT convert(sum(position), 'USD') WHERE account ~ '^Expenses' AND date >= 2026-02-01 AND date <= 2026-02-28

Dates are dynamically calculated based on the current month

Net Worth Over Time:

SELECT year, month, only('USD', convert(last(balance), 'USD', last(date))) WHERE account ~ '^(Assets|Liabilities)' ORDER BY year, month

This query groups data by month and gets the last balance for each period, converted to your operating currency.

tip

You can run these queries yourself in a BQL code block or use them as templates for custom financial dashboards!

Learn More: See the Architecture & Queries page for all plugin queries.