{% extends "base.html" %}
{% block title %}Dashboard{% endblock %}
{% block body %}
Dashboard — {{ period }}
Net worth & results
Net worth
{{ nw.net_worth|c }}
Liabilities
{{ nw.liabilities|c }}
Income ({{ period }})
{{ isr.total_income|c }}
Expense ({{ period }})
{{ isr.total_expense|c }}
Net income
{{ isr.net_income|c }}
KPIs
| KPI | Value | Target | Explanation |
{% for code, d in kdefs.items() %}
| {{ d.name }} |
{% set v = k[code] %}
{% if d.unit=='percent' %}{{ v|pct }}{% elif d.unit=='currency' %}{{ v|c }}{% elif d.unit=='months' %}{{ '%.1f'|format(v) }} mo{% else %}{{ v }}{% endif %}
|
{% if d.target_threshold is not none %}{{ d.target_threshold }}{% else %}—{% endif %} |
{{ d.explanation }} |
{% endfor %}
Cash flow ({{ period }})
Operating
{{ cf.operating|c }}
Investing
{{ cf.investing|c }}
Financing
{{ cf.financing|c }}
Net change in cash
{{ cf.net|c }}
Reconciliation status
| Account | Statement | Status | Difference |
{% for r in recs %}
| {{ r.name }} | {{ r.period_label }} |
{% if r.is_reconciled %}reconciled{% elif r.is_reconciled==0 %}out of balance{% else %}not run{% endif %} |
{{ (r.difference_cents or 0)|c }} |
{% endfor %}
{% endblock %}