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What is the Dashboard?

  • The Dashboard is page where your bank and credit card statements are stored.
  • It is also the page:
    • From which to access the Import page,
    • From which to analyse bank statement transactions.
    • From which to access the My Key Categories section, where you can see at a glance totals for categories which are key to your business
  • On the left had side, you have access to: