Dashboard
Total Balance
$0.00
This Month Income
$0.00
This Month Expenses
$0.00
Net (Income - Expense)
$0.00
Accounts
0
Contacts
0
Pending Transactions
0
Add Transaction
Create a new record
Export All Data
Backup JSON
Restore Data
Import JSON backup
Quick Top Up
Add money to an account
Quick Withdraw
Withdraw from an account
Adjust Balance
Set exact balance
This Week vs Last Week (USD)
$0.00
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This Month vs Last Month (USD)
$0.00
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Recent Transactions
| Date | Type | Category | Amount | Status |
|---|
Transaction Management
| ID | Date | Type | Category | In | In Cur | Out | Out Cur | Rate | Contact | Status | Actions |
|---|
Bank Account Management
Contact/Address Book
| ID | Name | Phone | Banks | Actions |
|---|
User Management
| ID | Username | Name | Role | Status | Actions |
|---|
Reports & Analytics
Export All Data
JSON backup of users, transactions, accounts, contacts, roles, permissions, languages.
Import All Data
Restore from a JSON backup.
System Configuration
Language Settings
Theme & Appearance
16px
Currencies
Manage currency codes, names and symbols.
| Code | Name | Symbol | Actions |
|---|
Transaction Types
Add, rename or remove available transaction types.
| Type Key | Actions |
|---|
Exchange Rates
Define base→quote currency rates used to suggest the rate on transactions.
| Base | Quote | Rate | Updated | Actions |
|---|
Backup & Restore
Roles Management
| Role Key | Label | Actions |
|---|
Permissions per Role
Toggle module access for each role. Superadmin always has full access.
| Role | Dashboard | Transactions | Accounts | Contacts | Users | Audit | Reports | Control Panel |
|---|