Skip to main content

​
AI2Fin Dashboard Overview

The AI2Fin dashboard is your central hub for financial management. Learn how to navigate efficiently and access all features through the intuitive interface.

Access Dashboard

Visit the main dashboard to see your financial overview and quick access to all features.
Primary Dashboard:
  • Location: Top of sidebar navigation
  • Icon: Dashboard icon
  • Purpose: Financial overview and quick actions
  • URL: /dashboard
Data Sources:
  • Bank Transactions: /bank-transactions - Import and categorize bank statements
  • Email Processing: /email - Process receipts and bills from emails
  • Purpose: Import financial data into the system
Customization:
  • Categories: /categories - Organize transaction categories
  • Custom Rules: /custom-rules - Create automated rules for transaction processing
  • Allocations: /allocations - Set budget allocations and compare against spending
  • Purpose: Customize the system to your business needs
Core Features:
  • All TXns: /all-transactions - View and manage all transactions with AI tools
  • Sub-items:
    • Expenses (One-time): /expenses - Manage one-time expense transactions
    • Patterns (Recurring): /bills - Manage monthly recurring patterns and payments
    • Travel Expenses: /travel-expenses - Manage vehicle trips and travel deductions

​
Dashboard Interface Elements

​
Main Dashboard Components

Financial Overview Cards

Key Metrics:
  • Total transactions count
  • Total amount processed
  • Categories in use
  • CSV uploads completed
  • Active patterns tracked

Quick Action Buttons

Fast Access:
  • Create Expense
  • Create Bill
  • Create Trip
  • Upload CSV
  • Direct links to main features

​
Dashboard Widgets

Activity Sections:
  • Recent Transactions: Latest transactions with AI categorization status
  • Recent Bills: Upcoming and overdue recurring payments
  • Recent Trips: Latest travel expenses logged
  • Top Categories: Most used expense categories
Status Indicators:
  • AI Services: Smart categorization and pattern analysis status
  • Connected Accounts: Bank and email integration status
  • Data Processing: Import and processing queue status
  • Subscription Status: Current plan and usage limits

​
Primary Navigation Paths

1

Sidebar Navigation

Use the main sidebar to access all features:
  1. Click hamburger menu (☰) on mobile
  2. Use expanded sidebar on desktop
  3. Navigate through numbered sections
  4. Click on feature names to access pages
2

Dashboard Quick Access

From the dashboard:
  1. Use quick action buttons for common tasks
  2. Click on widget elements to drill down
  3. Use “View All” links for detailed views
  4. Access recent items directly
3

Direct URL Navigation

For power users:
  1. Bookmark frequently used pages
  2. Use browser address bar for direct access
  3. Create custom shortcuts
  4. Use browser back/forward buttons

​
Mobile Navigation

Mobile Features:
  • Hamburger Menu: Tap to open/close sidebar
  • Touch-Friendly: Large buttons and touch targets
  • Swipe Gestures: Navigate between sections
  • Responsive Design: Optimized for all screen sizes
  • Offline Support: Basic functionality without internet
Mobile Optimizations:
  • Collapsed Sidebar: Icons-only mode for space efficiency
  • Bottom Navigation: Quick access to main features
  • Pull-to-Refresh: Refresh dashboard data
  • Touch Gestures: Swipe, pinch, tap interactions

​
Feature-Specific Navigation

​
Accessing Core Features

Transaction Management

Path: Sidebar → “3. Analysis & Management” → “All TXns” Sub-features:
  • Expenses (One-time)
  • Patterns (Recurring)
  • Travel Expenses URL: /all-transactions

Smart Categorization

Path: All TXns page → AI categorize buttons Features:
  • Individual categorization
  • Bulk categorization
  • AI suggestions
  • Confidence scoring

​
Data Import Navigation

1

CSV Import

  1. Navigate to “1. Inputs” → “Bank Transactions”
  2. Or use Dashboard → “Upload CSV” quick action
  3. Or go to All TXns → Upload button
2

Email Processing

  1. Navigate to “1. Inputs” → “Email Processing”
  2. Configure email integration
  3. Process receipts and bills automatically

​
Settings & Customization

Navigation Path:
  1. Sidebar → “2. Personalize” → “Categories”
  2. Create, edit, and organize categories
  3. Set tax deductibility and business use percentages
  4. Configure AI categorization rules
Quick Access:
  • From All TXns page → Category dropdown
  • From Dashboard → Category widgets
Navigation Path:
  1. Sidebar → “2. Personalize” → “Custom Rules”
  2. Create automated processing rules
  3. Set up pattern recognition rules
  4. Configure business-specific logic
Integration:
  • Rules apply automatically in All TXns
  • Visible in transaction processing
  • Editable from transaction views

​
Efficient Navigation

Keyboard Shortcuts

  • Ctrl + D: Go to Dashboard
  • Ctrl + T: Go to All Transactions
  • Ctrl + E: Create Expense
  • Ctrl + B: Create Bill
  • Ctrl + U: Upload CSV
  • Esc: Close dialogs

Quick Access Tips

  • Use dashboard widgets for quick access
  • Bookmark frequently used pages
  • Use browser back/forward buttons
  • Leverage recent items lists
  • Use search functionality

​
Workflow Optimization

Recommended Flow:
  1. Start at Dashboard: Check overview and recent activity
  2. Review Transactions: Go to All TXns for categorization
  3. Process New Data: Upload CSV or process emails
  4. Check Patterns: Review recurring bills and patterns
  5. Generate Reports: Use Insight+ for analysis
Weekly Tasks:
  1. Data Import: Upload weekly bank statements
  2. Categorization Review: Check AI suggestions and corrections
  3. Pattern Analysis: Review recurring bills and expenses
  4. Tax Preparation: Check deduction optimization
  5. Report Generation: Create weekly financial reports

​
Troubleshooting Navigation

​
Common Navigation Issues

Common Solutions:
  • Check internet connection
  • Refresh browser page
  • Clear browser cache
  • Try different browser
  • Check URL for typos

​
Performance Tips

Browser Optimization

  • Use modern browsers (Chrome, Firefox, Safari, Edge)
  • Enable JavaScript
  • Clear cache regularly
  • Disable unnecessary extensions

Network Optimization

  • Use stable internet connection
  • Avoid public WiFi for sensitive data
  • Check firewall settings
  • Use VPN if required
Ready to explore more? Check out Transaction Management for detailed transaction navigation or Smart Categorization for AI-powered features. Master the AI2Fin dashboard navigation for efficient financial management.