{% extends "base.html" %} {% block title %}Dashboard{% endblock %} {% block body %}

Dashboard — {{ period }}

Period

Net worth & results

Net worth
{{ nw.net_worth|c }}
Assets
{{ nw.assets|c }}
Liabilities
{{ nw.liabilities|c }}
Income ({{ period }})
{{ isr.total_income|c }}
Expense ({{ period }})
{{ isr.total_expense|c }}
Net income
{{ isr.net_income|c }}

KPIs

{% for code, d in kdefs.items() %} {% endfor %}
KPIValueTargetExplanation
{{ 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 }}

Cash flow ({{ period }})

Operating
{{ cf.operating|c }}
Investing
{{ cf.investing|c }}
Financing
{{ cf.financing|c }}
Net change in cash
{{ cf.net|c }}

Reconciliation status

{% for r in recs %} {% endfor %}
AccountStatementStatusDifference
{{ 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 }}
{% endblock %}