Understanding your dashboard

The dashboard is the first page you see when you open Noryo. At a glance, it brings together the essentials of your finances: what you have left, what you have spent, what you are setting aside and what is about to be charged. This page explains each element and how to get the most out of it.

The four key indicators

At the top of the dashboard, four cards sum up your situation. Each shows a value and, in most cases, a trend that tells you whether you are heading in the right direction compared with the previous period.

The charts

Below the indicators, two charts add depth to your figures. The <strong>cash flow</strong> compares your money coming in and going out month after month, which reveals whether you are living off your reserves or building them up. The <strong>spending breakdown</strong> splits your outgoings by category to show where your money really goes.

The everyday lists

Further down, the dashboard keeps you up to date on recent activity without having to go looking.

• <strong>Recent transactions</strong>: your latest operations, to check at a glance that everything looks normal.
• <strong>Upcoming subscriptions</strong>: the next expected recurring charges, so you can anticipate.
• <strong>Recent documents</strong>: the latest files added to your vault.

Choosing the period shown

A period selector lets you change the window of time analysed. You can switch from a very recent view to an overview of the year, without leaving the dashboard.

Web and iOS

On the web (app.noryo.fr), the dashboard opens from the sidebar and you can launch the global search with the command palette. On iPhone and iPad, it sits on the first tab; you find the same indicators, and widgets give you a preview without even opening the app.

Going further

The dashboard is a starting point. To understand in depth where your money goes, explore your spending breakdown and your cash flow in detail.

Understand your spending breakdownDiscover how Noryo splits your spending by category.