Financial Dashboard

Welcome back! Here is a financial summary for your company.

Total Spent $0.00
Corporate Card Spent $0.00 0% utilized
Reimbursements Pending $0.00 Awaiting approval
Business Credit Card Utilization Card Limit: $5,000.00
$0.00 Spent (0%)
Remaining Limit: $5,000.00
Weekly Spend Trend Last 4 Weeks
Financials by Category
Recent Transactions
Alert Center

Financial Records

View, filter, sort, and manage itemized company financials.

to
Date Merchant / Description Category Payment Method Income (+) Expense (-) Status Actions

Category Budgets

Monitor spending caps and adjust monthly budget allowances for each financial division.

Reports & Exports

Generate summaries for auditing, print corporate reports, or export financial details to spreadsheet format.

Report Settings

App Settings & Security

Manage your master password, security questions, autolock timeout, and cloud backup syncing.

Security Unlock PIN

The Security PIN is used to quickly unlock this app after inactivity or manual locks.

Enter a new 6-digit numeric PIN to protect your local session.
Security Challenge Questions Used for recovery if you forget your Master Password.
Inactivity & Backups
Lock the UI when no keyboard or mouse activity is detected.
Sync & Backup (OneDrive Multi-PC)

Export your data backup to sync it across computers or import your previous backup.

Danger Zone

Permanently clear all financial entries and receipts from the database.