Dashboard Documentation
A practical guide to the household snapshot, monthly totals, cards, alerts, and navigation.
Audience: Household members who want a quick, reliable view of current activity. · 4-page PDF · v6.26.1
How to read this document
Sections move from purpose → concepts → calculation process → worked examples → edge cases. Formula boxes use plain mathematical notation for clarity; they are conceptual summaries, not API contracts.
- Point lists call out operator-visible behaviour.
- Callouts mark warnings, limitations, or important qualifications.
- Worked examples use round numbers so you can reproduce the arithmetic by hand.
What the dashboard answers
The dashboard collects the most useful household signals without replacing the detailed ledgers behind them.
- What came in and went out in the selected period
- Which budgets, bills, and reminders need attention
- Where to open the underlying records and reports
Period and household context
Always confirm the selected household, month, and reporting currency before comparing cards. A card is a view over source records, not a separate balance.
Use the detail view
Open a card to inspect its source rows when a total is unexpected.
Headline cards
Monthly savings
Enabled income − household expenses
Values use the selected month and household reporting currency.
- Income follows its enabled state for the month.
- Expense totals follow ledger inclusion and conversion rules.
- Net worth and Split remain distinct concepts.
Alerts and attention items
Budget warnings, upcoming payables, calendar reminders, and security notices are shortcuts to action. Their presence does not change a ledger amount.
- Resolve the source item rather than dismissing context blindly.
- Notification delivery can differ from the in-app state.
- Permission-scoped items may not appear for every member.
Charts and comparison
Charts summarize the currently available records. A changing filter, exchange-rate basis, category assignment, or late entry can change a prior-looking comparison.
Trace a spike
- Select the month shown by the chart.
- Open the expense detail.
- Filter by the largest category.
- Inspect original and converted amounts.
The source rows explain the aggregate without treating the chart as a second ledger.
Freshness and reconciliation
- Refresh after editing records on another device.
- Check filters and permissions before assuming data is missing.
- Use reports for exportable, longer-range analysis.
Privacy, advice limits, and what we do not publish
AccountHouse is a household tracking and organisation tool. It is not a bank, payment processor, tax advisor, or investment advisor. Forecasts, health scores, balances, and alerts are informational.
- Household data is scoped to your household; other families cannot see your ledger.
- Public documentation explains product behaviour and calculation concepts, not proprietary internals.
- Exact scoring weights, anomaly thresholds, cryptography parameters beyond high-level algorithms, and operational detection rules are reserved.
- Dashboard summaries are informational and may be incomplete while data is syncing or filtered.
Intellectual property boundary
This document describes what AccountHouse calculates and which inputs matter. It does not disclose source algorithms, secret constants, or implementation details sufficient to reconstruct proprietary systems.