Business Dashboard
Welcome to your Business Dashboard
The Business Dashboard is where the action unfolds – your financial command center, the nerve center of your financial world. Here, you'll get an instant snapshot of your financial landscape and a sneak peek into what lies ahead. Let's embark on a friendly tour of the Business Dashboard and discover all the fantastic features waiting to make your financial life easier.
Most customizations apply to specific cards within the dashboard, but at the top right corner of the Dashboard, you can switch currencies. To make a change, you must be tracking multiple currencies, such as having an account that uses Canadian currency in addition to accounts that use the US Dollar. The default is US Dollar. You can also click the four-square menu icon 
Customizing your Cards
To customize an individual card, select the three-dot menu 
- Changing the name of the card.
- Changing the date range.
- Changing the card color.
- Selecting which accounts to display data for.
Income & Expense: Your cash flow compass
In the Income & Expense section, we'll help you keep an eye on the ebb and flow of your cash. We'll help you monitor your income and expenses effectively, so you always know where your money is going and where it's coming from. Say goodbye to financial surprises!
Use the three dot menu to customize your card. You can change things such as
Upcoming Bills & Income: Stay on top of your finances
With our handy feature, you'll be the master of organization. No more missed payments or unexpected bills lurking in the shadows. The Upcoming Bills & Income section has your back, displaying your upcoming bills and expected income, so you can confidently plan your financial moves.
Business Reports: Insights at your fingertips
Have you ever wondered how your business is really doing? The Business Reports in your Dashboard are here to help. We'll show you how to access and interpret these valuable reports, giving you insights into your financial performance that will make your accountant proud.
Mileage Tracker: Your road companion
For those who are always on the move, the Business Dashboard offers our Business Mileage Tracking. We'll walk you through how to use it to keep tabs on your mileage, whether it's for tax purposes or tracking business expenses. It's like having your very own road companion right at your fingertips.
Quarterly Estimated Tax Payment Due Dates: Stay on top of your tax obligations
The Business Dashboard features a dedicated section to help you track your Quarterly Estimated Tax Payment Due Dates with ease. Use this handy calendar to mark payment dates as paid once you've sent your estimated taxes, ensuring you never miss a deadline and giving you the confidence to plan your finances effectively.
Why is some of my business information missing from the Business Dashboard?
If your Business Dashboard is missing data, such as transactions, or if it has incorrect income and expense details, there are steps you can take to verify its accuracy. Let's explore what you can check to ensure all your business data is correctly reflected in the Business Dashboard.
Business Categories
The business dashboard will only display data from transactions with a business category. If you expect to see a transaction accounted for in one of the dashboard cards, look at the transaction in question
and verify that the assigned category is a business category and that your business name is in the Business field (The default is My Business). Business categories used in transactions will also require the business field to be filled out. If you are still unsure that the assigned category is Business, go to Window menu → Categories and search for the category. If the category does not show Business Income or Business Expense in the Type column, edit the category and set the Usage to Business.
About business categories
Changing the Usage from Personal to Business and vice versa for custom categories will change the usage for all transactions currently using that category. This is one reason why default Business categories have the Usage option grayed out and cannot be changed. Only use Business categories for business expenses and Personal categories for personal expenses.
Business Filter
If you've created multiple businesses, the Business Dashboard can filter data between those businesses or show data for all businesses. Select the appropriate filter that corresponds to the data you want to see.
If you have the Business Dashboard set to filter to a specific business, the transaction(s) data must have that business name in the Business field of the transaction(s).
Business Dashboard card filter
Each Dashboard card has a date filter in the header. This allows you to filter the data using different date ranges. Verify that the transaction(s) you want to view are within your selected date range.
Business reports
Tax Schedule Reports require that transactions have a business category Tax-Related/Tax Schedule form that matches the schedule report. For example, if you run a Schedule C business report, the business categories need a Schedule C tax reference for it to appear. By default, when you create your Business and choose the Business Type (Type C, E, or F), business categories with the specified type will be displayed for you. If you create custom business categories, enable the Tax-Related option and specify the Form and Tax line if you intend to use the category for tax-related income or expenses.
To verify whether a business category has a tax reference that matches your business type, go to Window menu → Categories and search for the category in question. The Tax Form column will indicate whether the category is already tax-related and will show the related Tax Form(s). Double-click to edit the category to add/edit the tax relationship or to view or change the Tax Line to which the category is assigned.