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Overview

After connecting, Overview shows a saved-data snapshot of the active budget and links to every workspace. Use it to confirm that the active budget is the one you expect.

Open it from Overview, at the top of the sidebar (/overview).

Overview and the sidebar use the same overlay scrollbars as Budget Cockpit: hidden when idle, visible on hover or while scrolling. Scrolling still works with the mouse wheel, trackpad and keyboard.

Overview does not modify budget data. Its counts show saved server data, not staged changes. Bundle Import is a separate workflow launched from this page.

The Overview page: a live snapshot of the budget, then cards for every workspace.

The snapshot row answers “am I in the right budget?” - counts, budget mode, and how long you have been budgeting - and everything below it is the way through to the rest.

What the Overview shows

Section titled “What the Overview shows”
  • A live snapshot row with saved-state counts for transactions, accounts, payees, categories, schedules, and rules.
  • Derived context - the Budget Mode (Envelope, Tracking, or Unidentified) and Budgeting since, inferred from your oldest transaction date.
  • A manual Refresh with a loading state and a last-refreshed indicator. Snapshot values switch to loading placeholders immediately when you switch budgets or refresh.

Feature directory

Section titled “Feature directory”

The directory lists all 19 implemented features in the same fixed groups as the sidebar:

GroupFeatures
Budget SetupAccounts, Categories, Payees, Tags, Rules, Schedules
Financial ManagementBudget Cockpit, Credit Cards, Loans, Bank Reconciliation
Sync & AutomationsCross Budget Sync, Backups, Automations, Exchange Rates
Analyze & CleanupActualQL Queries, Payee Cleanup, Rule Diagnostics, Budget File Health, Data Browser

The directory follows four full-width, borderless sections. Each section uses the same small uppercase header style as the sidebar, without a section description, and has three equal-width feature tiles per row on wide desktops (1600px and above), with two columns on narrower desktop screens. Incomplete rows keep the same tile width; tiles never span columns. Cards size to their content and align to equal heights within each row. Each tile shows its name, description, Experimental label where applicable, and direct Docs and configured Feedback links. Click the card to open the workspace. Docs and Feedback have icons and sit at the top right as independent links, visible when you hover over the card or focus a link with the keyboard. Cards show hover feedback and a keyboard focus outline. Descriptions are displayed in full; there is no feature search or information popup on Overview. Accounts, Categories, Payees, Tags and Schedules share one feedback thread. Budget File Health has Docs only.

Experimental features carry a small badge at the top right beside the feature name in the directory. The sidebar names and top bar have no maturity icons or badges. These are Credit Cards, Loans, Cross Budget Sync and Automations. Other features are Stable and do not carry a badge. Overview and App Health are application pages and have no maturity label. Unfinished Assets is not listed.

On a feature page, use the About [feature] information button in the top bar for its maturity, description, data-access summary, documentation and feedback. It does not change the feature’s own panels or workflow.

The Changes panel header contains Save, Discard, Undo and Redo for entity drafts. Budget Cockpit has the same controls in its Budget panel header. Headers keep all controls on a single toolbar-aligned row, with a numeric badge beside the title. The controls use the existing save and review workflows. Select Minimize panel to tuck the panel into a narrow rail on the right; its restore button and pending count remain visible. The minimized preference is remembered across pages and reloads in this browser. Minimizing never saves or discards drafts.

Bank Reconciliation, Credit Cards and Loans require global drafts to be saved or discarded before opening. Their entry screen temporarily opens the relevant changes panel, even when it is minimized or normally hidden. After resolving the draft, the remembered panel preference resumes. If Quick Create or Redo adds a global draft after entry, the editor stays open and the relevant panel appears so you can resolve it without losing local work. Re-entering a page or switching budgets checks drafts again. Keyboard Undo/Redo follow the same draft owner as the panel controls; text-input undo and shortcuts already handled by the budget grid stay local. Feature-local Save/Apply actions are unchanged.

Whole-budget export and import

Section titled “Whole-budget export and import”

Export and Import in the page header run Bundle Export / Import: all of a budget’s master data - accounts, payees, category groups and categories, tags, schedules, rules - in or out as one ZIP. The Overview deliberately preloads nothing, so the export dialog fetches on demand and always reflects what the server holds right now.

Section titled “Related pages”