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What does the dashboard show?

The dashboard is your personal home screen. It pulls everything together across all of your businesses, rental properties and personal accounts — it is not tied to the business you currently have selected, so the figures show your whole position in one place.

Greeting and "Needs your attention"

At the top you'll see a greeting (for example, "Good morning, Sarah").

Directly below is the Needs your attention section. This is where myaccountant flags anything that needs action — an overdue or upcoming BAS, IAS, super or tax lodgement; overdue invoices; uncategorised bank transactions; a budget you've gone over; or a setup step you haven't finished yet. Each item is a button — click it to go straight to the relevant screen. When there's nothing to do, this section simply reads "All clear today". The five most important items are shown, with a counter (for example, "5 of 12") telling you how many there are in total.

The six cards

Below that are six cards, arranged in three rows.

  • Net Wealth — your total assets minus your total liabilities, combining bank and cash balances, super, and property equity. It also shows your split of equity vs debt, a year-on-year change once you have about a year of history, and a breakdown of what your assets are made up of (for example Cash, Super, Property and Business).
  • Earnings — your total gross income for the financial year so far, broken down by source (Business, Property, Salary). It also shows how many of the 12 months of the year have passed.
  • GST Position — the total due on your current Business Activity Statement (BAS), with the period it covers, the due date, and a breakdown (GST collected, GST credits, PAYG withholding, PAYG instalment). You can open the BAS itself from the Tax section. This card only appears if you run a business with a current BAS period.
  • Income Tax — your estimated income tax for the financial year, with your estimated taxable income and what's still outstanding. Click the card to open the income-tax screen. The figure is an estimate, not a final assessment.
  • Cash & Bank — your total balance across all your bank accounts, with each account listed underneath. Click any account to open the Bank section.
  • Upcoming Obligations — your BAS, IAS, super and tax due dates. Click one to go to it.

Some cards only appear when they're relevant — for example, Earnings is hidden until you have income recorded, and GST Position is hidden if you don't run a business with a BAS period.

Choosing the year

A financial-year selector sits in the top bar. Use it to view the current financial year or either of the two previous years; the cards update to match. See How do I change the financial year?.

The dashboard refreshes automatically within a minute or so of you adding or changing data — or straight away when you reload the page.

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