> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Get a visual overview of your crypto activity with charts and metrics

The Dashboard provides at-a-glance insights into your transaction activity across all wallets and assets.

## Overview

<Frame>
  <img src="https://mintcdn.com/chainbook/79AO0PUNUTZR_8MN/images/dashboard-overview.png?fit=max&auto=format&n=79AO0PUNUTZR_8MN&q=85&s=66aa07968c2dcb85155771ed1749a3f4" alt="Chainbook dashboard with charts and metrics" width="1920" height="1080" data-path="images/dashboard-overview.png" />
</Frame>

The dashboard is built from these widgets:

* **Net Cashflow** - Net figure for the period with income and expenses
* **Total Transactions** - Transaction count with a daily activity chart
* **Overall by Wallets** - Per-wallet summary cards with CSV export
* **Top Contacts** - Your most active counterparties, incoming or outgoing
* **Distribution charts** - Donut charts by wallets, categories, and contacts
* **Latest Transactions** - Your most recent activity in a right-side list
* **Needs Attention** - Items that need cleanup, with quick links

## Choosing a Period

A segmented control at the top of the dashboard sets the time period for every widget:

* Last 7 days
* Last 30 days (default)
* Last 90 days
* Last year
* All time

<Note>
  The dashboard uses these fixed presets only - there is no custom date range here. For custom
  ranges, use the date filter on the Transactions page.
</Note>

## Data Freshness

The dashboard header shows how current your data is, for example "Data as of Aug 21, 2026 · Last synced 5 minutes ago". If no sync has completed for about 2 hours, the header shows a warning indicator so you know the numbers may be behind the blockchain.

Wallets sync automatically every 10 minutes, and the dashboard reflects each completed sync.

## Net Cashflow

The Net Cashflow card summarizes money movement for the selected period:

| Element | Description |
| - | - |
| **Net figure** | Income minus expenses for the period |
| **% change badge** | How the net compares to the previous period of the same length |
| **Income** | Total value of incoming transactions |
| **Expenses** | Total value of outgoing transactions |

<Note>
  Net Cashflow represents the flow during the selected period, not your current wallet balance.
</Note>

## Total Transactions

The Total Transactions card shows how many transactions occurred in the period, with:

* An embedded mini bar chart of daily transaction counts across the period
* An "Avg. N per day" figure below the chart

Use it to spot busy versus quiet stretches and unusual activity spikes at a glance.

## Overall by Wallets

Overall by Wallets shows one card per wallet. Each card displays:

* **Network dots and token badges** - Which networks and tokens the wallet's assets cover
* **In / Out / Balance** - Income, expenses, and net for the period
* **Income split bar** - A thin bar visualizing the income-to-expense ratio (hover for the exact percentage)

Click a card to open the Transactions page filtered to that wallet.

### Exporting the Wallet Summary

<Steps>
  <Step title="Set your period">
    Choose the period you want the summary to cover.
  </Step>

  <Step title="Click the download icon">
    Click the download icon in the Overall by Wallets widget header.
  </Step>

  <Step title="Open the CSV">
    A file named `Chainbook-OverallByWallets.csv` downloads with columns: Wallet name, In, Out,
    Balance.
  </Step>
</Steps>

The exported CSV is useful for sharing wallet summaries with stakeholders, tax preparation, and financial reconciliation.

## Top Contacts

Top Contacts lists the counterparties with the highest volume in the period. Use the **Incoming / Outgoing** toggle to switch direction; the list shows each contact's name (or address), network, wallet, transaction count, and amount for that direction.

* Clicking a named contact opens the Transactions page filtered to that contact
* Clicking an unnamed address copies the address to your clipboard

## Distribution Charts

Three donut charts break down your activity for the period:

* **By Wallets** - Distribution across your wallets
* **By Categories** - Distribution across your transaction categories
* **By Contacts** - Distribution across counterparties

Each chart has its own **Expenses / Income** toggle, shows the period total in the center, and lists the top entries in a legend. Chart segments are clickable and jump straight to the underlying data - for example, a category segment opens the Transactions page filtered to that category.

<Tip>
  A large uncategorized portion in the By Categories chart is a sign that transactions need
  categorization - the chart links you straight to them.
</Tip>

## Latest Transactions

The Latest Transactions panel on the right shows your 20 most recent transactions for the selected period. It has:

* Its own row of wallet filter chips ("All" plus one chip per wallet) to narrow the list to a single wallet
* A **View all** link that opens the full Transactions page

## Needs Attention

The Needs Attention card surfaces items that need cleanup, each with a count and a quick link:

| Item | Link |
| - | - |
| **Uncategorized transactions** | Categorize - opens Transactions filtered to uncategorized |
| **Unknown contacts** | Label contacts - opens the Contacts page |
| **Pending sync** | View - opens the Wallets page |

When everything is in order, the card simply reports that nothing needs attention.

## Dashboard Best Practices

<Tip>
  Set a weekly or monthly habit of reviewing your dashboard to stay on top of your crypto activity.
</Tip>

**Weekly review checklist:**

* [ ] Check Latest Transactions for unexpected activity
* [ ] Review the Net Cashflow card for the week
* [ ] Clear the Needs Attention list

**Monthly review checklist:**

* [ ] Compare the % change badge against the previous period
* [ ] Review the category distribution chart
* [ ] Check Top Contacts for new or unusual counterparties

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Why doesn't Net Cashflow match my wallet balance?">
    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 and tokens not
    tracked by Chainbook.
  </Accordion>

  <Accordion title="Can I filter the whole dashboard to one wallet?">
    There is no dashboard-wide wallet filter. The Latest Transactions panel has its own wallet
    chips, and clicking a wallet card in Overall by Wallets opens that wallet's transactions. For
    deeper single-wallet analysis, use the wallet selector on the Analytics page.
  </Accordion>

  <Accordion title="Can I customize which widgets appear?">
    Currently, the dashboard layout is fixed. All users see the same widgets and metrics.
  </Accordion>

  <Accordion title="How often is the dashboard updated?">
    Wallets sync automatically every 10 minutes, and dashboard data refreshes as each sync
    completes. The header shows when data was last synced and warns you if it has been stale for
    around 2 hours.
  </Accordion>

  <Accordion title="Can I share my dashboard?">
    You can share dashboard access by inviting team members to your wallets. They'll see the same
    dashboard data for shared wallets.
  </Accordion>
</AccordionGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.