Using the Klyrr dashboard

Purpose: One calm snapshot of the period: spending, income, savings, charts, and recent transactions.

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. Review the charts (money in/out, by category, spending trend).
5. Scan the latest transactions (up to 10) — use View all for the full list.

Empty state: If you see “no transactions”, add a snap or import a bank statement.

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