Using the Klyrr dashboard

Purpose: One calm snapshot of the period: spending, income, savings, charts, recent operations, health teaser, AI insights, and Plan tips.

How to use it

1. Open Dashboard (Home).
2. Change period (this month, last month, 30 days, 3 months, YTD, custom) and optional category filter.
3. Read the four KPIs. Savings (when positive) links toward the Allocator so leftover cash can become a plan.
4. Use quick actions: Plan, Allocator, Ask AI, Budgets.
5. Open Health Score or individual operations from recent activity.

Empty state: If you see “no operations”, add a snap or run a TD import.

Tip: Check Dashboard weekly; use Plan when you have leftover or a goal.