Produce a comprehensive financial dashboard by completing the following easy steps:

• Download our classes template
• Download our comma-separated values (CSV) template containing all the default reporting classes. The file is in the exact format of the upload file but will contain zero balances. Only the class codes are provided but you can use the Add, Edit or Hide Classes or Edit Balances features to see the class codes and their class descriptions. Add your balances to the download file and save the file onto your system.
• Upload your balances
• Use the Upload Balances feature to upload the template you saved in the previous step. This will update the financial dashboard balances for the current, prior and prior 2 financial periods as well as the monthly balances where included.
• View your financial dashboard
• You can now view the financial dashboard which was automatically produced based on the balances you included. You can also download the dashboard in a PDF or Microsoft Excel format and add your dashboards to any other PDF or Excel reports.

Below follows more comprehensive guidance on the steps listed above together with some additional info about our online financial dashboard.

Add, Edit or Hide Classes

• Add new reporting classes, edit existing reporting classes or hide classes which are not going to be used.
• You can incorporate most of your income statement and balance sheet accounts in our existing reporting classes but you may need to edit our default operating expenses to fit into your chart of accounts. New reporting classes can be added quite easily if the existing operational expense structure is not sufficient for including all required expense items.

Edit Balances

• You can manually edit reporting class balances one by one or you can use the upload feature to edit multiple reporting class balances simultaneously. Monthly balances are typically only required for income and expense accounts and for monthly cash balances.

Download & Review

• Download a comma-separated values (CSV) file with the latest reporting class balances. You can then review & edit these balances in a spreadsheet format, save the file on your local file system and then upload the file to update your dashboard balances.

Upload Balances

• You can upload balances for the current, prior and prior 2 financial periods. The prior 2 financial period is only used for cash flow statement calculations and should contain the balances as at the end of the appropriate financial year. The current and prior year balances need to be included on a year-to-date basis and the monthly balances for period M1 to M12 need to be included on a monthly basis.
• Use the Download & Review feature to download your current reporting class balances in a comma-separated values (CSV) format.
• You can save the downloaded file locally on your system and make the required changes to the class balances before uploading the file from the saved file location by using the upload and file selection form.
• Do not change any of the column headings otherwise the upload will fail.
• The profile key in column A must be included in all rows. If you therefore add new classes to the file, you will need to copy the profile key from one of the other rows.
• All reporting class codes need to be included in column B.
• Balances for the current, prior and prior 2 financial periods need to be included in columns C to E. The prior 2 period is only included for cash flow statement calculations and need to be as at the end of the appropriate financial year. The current and prior financial year balances need to be included on a year-to-date basis for the appropriate reporting period which has been specified in the profile settings.
• The monthly periods from column F onwards need to be included on a monthly basis where period 1 is the first in the financial year and period 12 the last. You do not need to include monthly balances for every reporting class - the dashboard contains a monthly net profit chart and a top 5 expenses comparison which basically necessitates including monthly balances for all income statement type accounts but the only monthly balance sheet analysis which is included in the dashboard is the monthly cash balance chart. This is therefore the only balance sheet type account which requires monthly balances.
• The file is uploaded by deleting the current database records and inserting the data included in the upload file. If you therefore delete classes or balances from the upload file, these will effectively be deleted from your financial dashboard.
• Do not include any blank rows or columns between rows that contain data otherwise your upload will fail.
• Class balances which contain cents will be rounded to the nearest integer value automatically. This is to avoid rounding in the financial dashboard which can cause line items as displayed on the dashboard to not add up correctly.

Clear Balances

• The Clear Balances feature is included in our interface to facilitate clearing all confidential account balance information from your account by downloading the data in a CSV file which can easily be uploaded again.
• Just to be clear - we implement the highest security standards in the design of our website and the financial dashboard interface and it is therefore not an absolute necessity to clear all financial data from our database but the functionality is included for customers who prefer peace of mind in knowing that their financial information is not stored at any third party cloud-based solutions.
• Clearing your balances involves two separate steps - the first is to download your data in a CSV file which can then be saved locally. This file is effectively the backup file for the financial data included in the dashboard and should therefore be reviewed carefully to ensure that it is accurate.
• Once this review has been completed, you can proceed with the second step by resetting all your dashboard balances to zero values. This will ensure that no confidential information is stored in our interface.
• If after resetting your balances you need to view your financial dashboard again, you can do so by simply uploading your financial information from the backup file downloaded in the first step.