The Dashboard is the home screen when you open CalCal with a full accounting subscription. It gives you a snapshot of how your business is doing — profit and loss for the selected year, cash flow charts, account balances, recent invoices, and shortcuts to add entries without digging through menus.
Opening the dashboard
Tap Dashboard on the bottom tab bar (first icon). On web with a permanent sidebar, the dashboard is your default home view after login and onboarding.
If you see the business setup wizard instead, finish onboarding first — the dashboard appears when setup is complete.
What you will see
- Profit & Loss — income minus expenses for the year you select
- Year selector — switch between accounting / tax years
- Cash flow chart — monthly or weekly view of money in and out
- Year activity heatmap — which days you recorded entries (helpful spotting gaps)
- Expense breakdown — pie chart by category
- Account balances — bank and cash accounts
- Recent invoices — quick access to latest billing
- Tax summary — link to tax return areas when relevant
Tap a recent invoice row to open it for PDF or payment follow-up. Tap account balance rows to review accounts in Settings.
Profit & Loss and expense pie use the selected year — same data as Reports but less detail. See Reports in CalCal.
Quick add (+ button)
Tap the + button in the dashboard header to open quick actions:
- Simple Receipt — add income in Daily Entries for today
- Simple Expense — add a cost for today
- Invoice — create a customer invoice
- Asset — register equipment or vehicles you keep
Keyboard shortcuts on web: + for receipt, − for expense when the quick menu is open. Settings → Action button position moves the + button left or right on mobile.
If your subscription has ended, the + button prompts you to renew instead — see Subscriptions.
Trial and subscription banners
On a free trial you may see a yellow banner with your trial end date and an UPGRADE button. If your plan expired, an orange Subscription ended — view only banner appears — you can view data but not add entries until you renew.
Live help on the dashboard
The chat icon in the header opens live help when available. For email support, use the Tickets tab under chat — see how to raise a ticket.
Common questions
I don’t have a dashboard — only tax years
You are on a tax-return-only plan. Upgrade for full bookkeeping with the calendar and dashboard.
Figures look wrong
Check the selected year at the top of the Profit & Loss card. Missing days on the heatmap usually mean missing entries — open Daily Entries for those dates.
How do I run a full report?
Tap through from Profit & Loss cards or open the Reports tab — see Reports in CalCal.
When to contact support
Contact support if dashboard totals disagree with Reports after verified entries, or if refresh never completes.
Related: Daily Entries · Invoicing · Reports · Settings
Quick reference
| If you say… | Try this |
|---|---|
| Quick receipt | Dashboard + → Simple Receipt |
| Change year | Year selector on P&L card |
| View only banner | Renew subscription |
| No dashboard | Tax-only plan or finish onboarding |