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The Finluency dashboard is your financial command center — a single screen that brings together every connected account, your most recent transactions, and a snapshot of what’s coming up. Whether you’re running a side business, managing client retainers, or juggling personal and business finances, the dashboard gives you the full picture at a glance without switching between bank portals or spreadsheets.

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What the Dashboard Shows

When you log in, the dashboard presents four key areas:

Consolidated Balance

A single summary figure representing the combined balance across all your connected accounts. This is your real-time financial pulse.

Account List

A panel listing every connected account — personal checking, business checking, savings, credit cards, and lines of credit — each with its individual current balance.

Transaction Feed

A chronological list of your most recent transactions pulled from all connected accounts, showing the payee, amount, date, and current state.

Upcoming Items

A summary of transactions expected in the near future — recurring bills, scheduled payments, and any forecasted items you’ve added — so you’re never caught off guard.

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How to Read the Dashboard

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The Consolidated Balance

The large balance figure at the top of the dashboard is the sum of all your connected accounts. It reflects your current financial position based on posted and pending transactions.
The consolidated balance at the top and the individual account balances listed below it serve different purposes. Use the top-level figure for a quick gut check on overall cash position. Drill into individual account balances when you need to know whether a specific account — say, your business checking — has enough to cover an upcoming payroll run.

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Posted vs. Pending Transactions

Your transaction feed uses two primary states for current activity: Both posted and pending transactions appear in the feed and contribute to your current balance display. Pending items are typically marked visually so you can distinguish confirmed activity from in-progress transactions.

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The Transaction Feed

Transactions in the feed are listed in reverse chronological order, with the most recent activity at the top. Each row shows:
  • Date — when the transaction occurred or was initiated
  • Payee or description — where the money went or came from
  • Amount — positive for income/deposits, negative for expenses/payments
  • Account — which connected account the transaction belongs to
  • State — posted or pending
The accounts panel on the dashboard lets you filter the transaction feed and balance view by a specific account. To focus on one account:
1

Locate the Accounts panel

Find the list of connected accounts displayed in the sidebar or panel on your dashboard. Each account shows its name and current balance.
2

Select an account

Click the account name to filter the dashboard view to that account’s transactions and balance.
3

Return to the full view

Click the “All Accounts” option (or the top-level summary) to return to the consolidated view across every connected account.

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How the Dashboard Updates

Finluency refreshes your dashboard as your financial data changes. Here’s what drives updates:
  • New transactions post — when a pending transaction clears at your bank, its state updates from pending to posted and the balance adjusts accordingly.
  • New recurring transactions come due — as a scheduled recurring transaction reaches its next occurrence date, it appears in your upcoming items and influences your projected balance.
  • You add or edit forecasted items — any manual changes you make to forecasted or budget transactions are reflected immediately in the dashboard snapshot.
  • New accounts are connected — adding a new account brings its balance and transaction history into the consolidated view right away.
Because Finluency pulls data from connected financial institutions, there may be a short delay between a transaction occurring at your bank and it appearing on your dashboard. Posted transaction timing depends on how quickly your bank reports the cleared activity.

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Next Steps

Now that you understand the dashboard, explore these related guides to get the most out of Finluency:

Connect Your Accounts

Add your personal and business accounts so the dashboard has the full picture of your finances.

Cash Flow Timeline

See how your balance is projected to move over the coming days and weeks.