> ## 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/aC-1_m7_TPtV0hLw/images/dashboard-overview.png?fit=max&auto=format&n=aC-1_m7_TPtV0hLw&q=85&s=cf96be9f32096fe18417dc8f7232c603" alt="Chainbook dashboard with charts and metrics" width="1920" height="1080" data-path="images/dashboard-overview.png" />
</Frame>

The dashboard displays:

* **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)       |

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

### Date Range Selection

Change the time period to view different summaries:

1. Click the date range selector
2. Choose a preset or custom range:
   * Today
   * Last 7 days
   * Last 30 days
   * This month
   * This year
   * Custom range
3. Dashboard updates with the new data

<Tip>
  Use "This month" for monthly financial reviews or "This year" for annual tax preparation.
</Tip>

## Charts

The dashboard includes several visualization options.

### Chart by Categories

<Frame>
  <img src="https://mintcdn.com/chainbook/aC-1_m7_TPtV0hLw/images/chart-categories.png?fit=max&auto=format&n=aC-1_m7_TPtV0hLw&q=85&s=d85152e7edea205d62e2277ea5fceae1" alt="Pie chart showing transaction distribution by category" width="1920" height="1641" data-path="images/chart-categories.png" />
</Frame>

Shows how your transactions are distributed across categories:

* Each slice represents a category
* Size indicates total transaction value
* Hover for exact amounts

**Use cases:**

* 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

**Use cases:**

* 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

**Use cases:**

* 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          |

<Tip>
  Click any transaction to view full details in the Transactions page.
</Tip>

### 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

<Frame>
  <img src="https://mintcdn.com/chainbook/aC-1_m7_TPtV0hLw/images/daily-volume.png?fit=max&auto=format&n=aC-1_m7_TPtV0hLw&q=85&s=b707c370b753ba1ccda32be3684c5905" alt="Bar chart showing daily transaction volume" width="1920" height="1641" data-path="images/daily-volume.png" />
</Frame>

The daily volume chart shows transaction activity over time:

* X-axis: Days in the selected period
* Y-axis: Transaction volume (count or value)
* Bars: Daily totals

**Insights you can gain:**

* 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:

1. Click the **Wallet** dropdown at the top
2. Select a specific wallet
3. All charts and metrics update to show only that wallet

<Note>
  Select "All Wallets" to return to the combined view.
</Note>

### By Date Range

All dashboard data respects the selected date range:

1. Choose your date range from the selector
2. Balance, charts, and recent activity update
3. Compare different periods by changing the range

## Dashboard Best Practices

### Regular Reviews

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

**Weekly review checklist:**

* [ ] Check recent activity for unexpected transactions
* [ ] Review balance summary for the week
* [ ] Ensure all transactions are categorized

**Monthly review checklist:**

* [ ] 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:

1. Set the desired date range
2. Filter to specific wallet if needed
3. Use the **Export** option in Overall by Wallets
4. 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

<Steps>
  <Step title="Navigate to Overall by Wallets">
    Find the Overall by Wallets section on the dashboard.
  </Step>

  <Step title="Set your date range">
    Ensure the date range covers the period you want to export.
  </Step>

  <Step title="Click Export">
    Click the **Export** button to download a CSV summary.
  </Step>
</Steps>

The exported CSV is useful for:

* Sharing wallet summaries with stakeholders
* Tax preparation
* Financial reconciliation

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="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
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="How often is the dashboard updated?">
    Dashboard data updates whenever new transactions are synced, typically within 5 minutes of blockchain confirmation.
  </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>