Overview
- Balance summary - Total income, expenses, and net balance
- Transaction charts - Visual breakdowns by category, contact, and wallet
- Recent activity - Your latest transactions
- Volume trends - Daily transaction volume over time
Balance Summary
The balance card shows your financial summary for the selected time period:| Metric | Description |
|---|---|
| Income | Total value of all incoming transactions |
| Expenses | Total value of all outgoing transactions |
| Balance | Net difference (Income - Expenses) |
Balance represents the net flow during the selected period, not your current wallet balance.
Date Range Selection
Change the time period to view different summaries:- Click the date range selector
- Choose a preset or custom range:
- Today
- Last 7 days
- Last 30 days
- This month
- This year
- Custom range
- Dashboard updates with the new data
Charts
The dashboard includes several visualization options.Chart by Categories
- Each slice represents a category
- Size indicates total transaction value
- Hover for exact amounts
- See which expense categories are largest
- Identify revenue sources
- Spot uncategorized transactions
Chart by Contacts
Shows transaction volume per contact/address:- Top contacts by transaction value
- Identifies your most frequent transaction partners
- Hover for contact names and totals
- Track payments to/from specific addresses
- Identify major business partners
- Review customer payment activity
Chart by Wallets
Shows activity distribution across your wallets:- Compare transaction volume between wallets
- Identify most active wallets
- Track wallet growth over time
- Compare business vs. personal activity
- Monitor client wallet activity
- Balance attention across wallets
Recent Activity
The Recent Activity section shows your latest transactions:| Column | Description |
|---|---|
| Time | When the transaction occurred |
| Amount | Value and direction (in/out) |
| Wallet | Which wallet the transaction belongs to |
| From/To | Other party in the transaction |
Quick Actions
From recent activity, you can:- Click to view transaction details
- See the contact name if the address is in your contact book
- Quickly identify unusual activity
Daily Volume Chart
- X-axis: Days in the selected period
- Y-axis: Transaction volume (count or value)
- Bars: Daily totals
- Identify busy vs. quiet periods
- Spot unusual activity spikes
- Track trends over time
Filtering Dashboard Data
By Wallet
Filter the entire dashboard to show only one wallet’s data:- Click the Wallet dropdown at the top
- Select a specific wallet
- All charts and metrics update to show only that wallet
Select “All Wallets” to return to the combined view.
By Date Range
All dashboard data respects the selected date range:- Choose your date range from the selector
- Balance, charts, and recent activity update
- Compare different periods by changing the range
Dashboard Best Practices
Regular Reviews
Weekly review checklist:- Check recent activity for unexpected transactions
- Review balance summary for the week
- Ensure all transactions are categorized
- Compare this month to last month
- Review category distribution
- Identify trends in contact activity
Identifying Issues
The dashboard helps you spot potential issues:| Observation | Possible Issue |
|---|---|
| Large uncategorized slice in category chart | Transactions need categorization |
| Unexpected spike in daily volume | Unusual activity to investigate |
| Unknown address in top contacts | May need to add to contact book |
| Imbalanced income/expenses | Review cash flow management |
Using for Reporting
Export dashboard data for reports:- Set the desired date range
- Filter to specific wallet if needed
- Use the Export option in Overall by Wallets
- Download CSV for external reporting
Overall by Wallets
The Overall by Wallets view provides a summary table:| Column | Description |
|---|---|
| Wallet | Wallet name |
| Income | Total incoming for the period |
| Expenses | Total outgoing for the period |
| Balance | Net for the period |
Exporting Wallet Summary
The exported CSV is useful for:
- Sharing wallet summaries with stakeholders
- Tax preparation
- Financial reconciliation
Frequently Asked Questions
Why doesn't my balance match my wallet?
Why doesn't my balance match my wallet?
The dashboard shows flow (income minus expenses) for a period, not your current wallet balance. Your wallet balance also includes:
- Activity before the selected period
- Tokens not tracked by Chainbook
- Network fees and gas
Can I customize which charts appear?
Can I customize which charts appear?
Currently, the dashboard layout is fixed. All users see the same charts and metrics. We’re considering customization options for future updates.
How often is the dashboard updated?
How often is the dashboard updated?
Dashboard data updates whenever new transactions are synced, typically within 5 minutes of blockchain confirmation.
Can I share my dashboard?
Can I share my dashboard?