Why a Dashboard Matters
Your dashboard provides an at-a-glance view of your organization’s financial health. Instead of digging through reports, you can quickly see what needs attention and take action.
The Dashboard
BeeKeeper’s dashboard is the main home page for your organization, showing a complete overview of your financial position and operational status. It surfaces the most important information so you can stay informed without navigating through multiple pages.
Financial Position
At the top, you’ll see your organization’s current financial standing:
- Total Assets: Cash in bank accounts, investments, receivables
- Total Liabilities: Credit card balances, loans, payables
- Net Equity: Assets minus liabilities (your organization’s net worth)
Bank Connection Status
Shows whether your bank accounts are connected and syncing:
- Connected: Transactions import automatically
- Not Connected: You’ll need to enter transactions manually
- Click to manage connections or troubleshoot sync issues
Budget Overview
Displays your current approved budget:
- Budget name and fiscal year
- Total budgeted income
- Total budgeted expenses
- Net budget (surplus or deficit)
If no budget is approved, you’ll see a prompt to create one.
Action Items
The dashboard highlights items needing your attention:
| Item | What It Means |
|---|---|
| Pending Amendments | Budget changes awaiting approval |
| Expense Reports | Reimbursement requests to review |
| Unreconciled Transactions | Bank transactions not yet categorized |
| Pending Invitations | Users who haven’t accepted their invite |
Click any item to go directly to that section.
Recent Activity
Shows the last 30 days of transactions:
- Date and description
- Amount (income or expense)
- Account affected
Helps you stay aware of recent financial activity without running reports.
Team Access
Lists current users and their permission levels:
- See who has access to your books
- Identify pending invitations
- Quick link to user management
Main Navigation
Primary Sidebar
Access all features from the sidebar navigation:
| Menu Item | Purpose |
|---|---|
| Dashboard | Return to the organization overview |
| Bookkeeping | View accounts, receipts, and chart of accounts |
| Expense Reports | Submit and review reimbursement requests |
| Activities | Track programs, events, and committees |
| Budgets | Create and manage budgets and amendments |
| Reports | Generate financial, tax, and operational reports |
| Vendors | Manage vendors and track payments |
| Settings | Organization configuration, linked accounts, rules, team, billing (admin only) |
Bookkeeping Secondary Navigation
When you click Bookkeeping, you’ll see a secondary navigation bar with these tabs:
| Tab | Purpose |
|---|---|
| Banking | View your accounts with balance sheet grouping and manage transactions |
| Receipts | Upload, scan, and match receipts to journal entries (paid/trial plans) |
| Chart of Accounts | Add, edit, and organize your account categories (admin only) |
Account Detail Navigation
When viewing a specific account, additional tabs appear:
| Tab | Purpose |
|---|---|
| Transactions | All journal entries affecting this account with running balance |
| Needs Review | Imported bank transactions pending categorization (bank accounts only) |
| Reconcile | Bank reconciliation interface (bank accounts only) |
Settings Navigation
The Settings page has its own tabs:
| Tab | Purpose |
|---|---|
| Home | Organization profile, fiscal year, and configuration |
| Billing | Subscription plan and payment management |
| Linked Accounts | Bank connections via Stripe Financial Connections |
| Rules | Auto-categorization rules for imported transactions |
| Team | User management and invitations |
| MCP Server | AI assistant integration setup |
Organization Switcher
If you manage multiple organizations (e.g., PTA and Booster Club), use the organization switcher in the navigation to move between them.
Tips for Using the Dashboard
- Check daily: A quick dashboard review keeps you informed
- Address red items first: Any highlighted warnings need prompt attention
- Use it for board meetings: The dashboard provides a great summary for reports
- Bookmark it: Make the dashboard your default BeeKeeper page
Limitations
- Dashboard data refreshes when you load the page (not real-time)
- Recent activity shows maximum 30 days
- Financial position reflects posted transactions only (not pending bank transactions)
Troubleshooting
Dashboard shows $0 balances
- Ensure you’ve recorded transactions or connected your bank
- Check that transactions have the correct dates
Bank connection shows “disconnected”
- Your bank login may have expired
- Re-authenticate through Settings > Linked Accounts
Team members missing
- Invitations may have expired (15-day limit)
- Resend invitations from Settings > Team
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