Your Dashboard is accessible from your computer and your smartphone. As an Owner, Admin or Accountant, you can access it on your web app by clicking on Cashflow management in the left sidebar of your web application, or on your mobile app, by tapping on the More section at the bottom right of your screen, and then on Dashboard.
This page of your application dedicated to monitoring your cash flow allows you to follow the cash flows of your Qonto account. In case you have more than one account, you can either select one in particular or all of them. The data presented on the page will reflect to your selection.
The dashboard consists of different sections:
Inflows and Outflows, filterable on your web app
Before exploring the different sections, here is some basic information to help you understand how your dashboard works.
Memory of your graphs
The chart options for a given "member" are stored on each device.
If you choose to change the time period of a chart, the next time you log in to Qonto on the same device with your profile, these settings will still be in place.
The chart options for a given "member" are stored for each organization.
If you have multiple accounts, the settings you set for company A will only be valid for company A. They will not be applied by default to Company B and C.
The graphics options are specific to each member for the same account.
If you are the account Owner and your partner has Admin access, your chart settings may be completely different for each of you.
Elements shared by all charts
All charts you can explore share the same characteristics. For each of them, you will be able to :
Change the period, whether it is cumulative or running. Cumulative will take into account the sum of the information included so far, starting from the beginning of the chosen period, such as a month, a quarter or a year. For the running aspect, the calculation will take into account the last 30 days, the last 3 months, or the last 12 months, starting from the current date.
For example, if you want to know the sum of your past expenses on the 2nd March for the month of March, you will have to select "Monthly Cumulative" in your settings. Still on March 2nd, if you want to know your expenses over the last 30 days, you will have to select "Last 30 days".
👆 Good to know: In case you have a Smart, Premium, Business or Enterprise plan, you can also define a custom period.
Discover details by hovering your mouse over them. Hovering your mouse over a coloured element, whether it is a line, a stick or part of a circle, will bring up a pop up window giving you more details about the element in question.
On mobile, the same process applies for your first 4 charts and your ‘Cash Flow’ chart. Hold your finger on the screen and drag it to the date you want to explore in order to get more details.
Now it's time to explore each of the sections.