Your new Dashboard: your finances at a glance

Log in to BeeKeeper and you’ll land on a brand new Dashboard. Right up top, you’ll see your net income for the year at a glance, plus a six-month chart comparing what came in against what went out — so you can tell in one look whether your group is trending up or down.

Below that, a Needs Attention card rounds up anything waiting on you, so nothing slips through the cracks. Three more cards give you the rest of the picture: a chart of your top spending categories, how your budget is tracking against what you’ve actually spent, and the balance in each of your bank accounts, all as of today.

Brand new to BeeKeeper? While you’re on your free trial and haven’t entered any transactions yet, you’ll see a simple getting-started checklist instead — things like connecting your bank account or setting up your chart of accounts — along with a preview of what your Dashboard will look like once your data is in. It’s an easy way to know exactly what to do next, with no guesswork.