{% extends "base.html" %} {% block title %}Dashboard{% endblock %} {% block page_title %}Dashboard{% endblock %} {% block extra_css %} .fx-card { background: #eff6ff; border-color: #bfdbfe; color: #0f172a; cursor: pointer; transition: all .2s; } .fx-card:hover { border-color: #3b82f6 !important; } .period-btn.active { background: #3b82f6; color: #fff; border-color: #3b82f6; } @keyframes spin { to { transform: rotate(360deg); } } {% endblock %} {% block topbar_actions %}
This Month Last Month
{% endblock %} {% block content %} {% if schwab_warning %}
{{ schwab_warning }} Reconnect now →
{% endif %}
{{ period_label }}
{{ date_from.strftime('%b %d') }} – {{ date_to.strftime('%b %d, %Y') }}
Income Expense
Income
{{ total_income | currency }}
Expenses
{{ total_expense | currency }}
Net Cash Flow
{{ net_cash_flow | currency }}
Savings Rate
{% if savings_rate >= 0 %}+{% endif %}{{ savings_rate }}%
of income saved this period
Checking & Savings
{{ total_cash | currency }}
checking · savings · cash
Investments
{{ total_investments | currency }}
investment · crypto
Net Worth
{{ net_worth | currency }}
assets − liabilities
Cash Flow — Last 6 Months
Income Expenses
{% if fx %}
USD → VND
₫{{ "{:,.0f}".format(fx.rate) }}
1 USD · {{ fx.date.strftime('%b %d, %Y') }} · {{ fx.source }} {% if fx.is_stale %} ⚠ stale{% endif %}
{% else %}
USD → VND
Rate unavailable
{% endif %}
Top Spending
{% if top_categories %} {% set max_val = top_categories[0].total %} {% for cat in top_categories %}
{{ cat.name }} {{ cat.total | currency }}
{% endfor %} {% else %}

No expenses this period.

{% endif %}
{% if ai_insight %}
AI Daily Insight {{ ai_insight.insight_date.strftime('%b %d') }}
Ask AI →

{{ ai_insight.content }}

{% else %}
AI daily insight not yet generated.
Open AI
{% endif %}
Accounts
{% if accounts %} {% for acct in accounts %}
{{ acct.name }}
{{ acct.account_type | replace('_',' ') | title }}
{% if acct.account_type == 'credit_card' %} {% set cc_owed = [0, -acct.balance] | max %}
{% if cc_owed > 0 %}-{% endif %}{{ cc_owed | currency }}
owed
{% else %} {{ acct.balance | currency }} {% endif %}
{% endfor %}
Assets{{ total_assets | currency }}
Liabilities{{ total_liabilities | currency }}
{% else %}

No accounts. Add one.

{% endif %}
Recent Transactions View all
{% if recent_txns %}
{% for txn in recent_txns %} {% endfor %}
DateDescriptionCategoryAmount
{{ txn.date.strftime('%b %d') }}
{{ txn.description }}
{{ txn.account.name if txn.account else '—' }}
 {% if txn.category %} {{ txn.category.name }} {% else %}—{% endif %} {% if txn.transaction_type=='income' %}+{% else %}-{% endif %}{{ txn.amount | currency }}
{% else %}

No transactions yet. Add one.

{% endif %}
{% if upcoming_bills %}
Upcoming Bills (next 14 days) Manage →
{% for rule in upcoming_bills %} {% endfor %}
Rule Frequency Due Amount Account
{% if rule.category %}
{% else %}
{% endif %} {{ rule.name }}
{{ rule.frequency | title }} {% set days_until = (rule.next_run - today).days %} {% if days_until == 0 %}Today {% elif days_until == 1 %}Tomorrow {% else %}{{ rule.next_run.strftime('%b %d') }}{% endif %} {% if rule.transaction_type=='income' %}+{% else %}-{% endif %}{{ rule.amount | currency }} {{ rule.account.name if rule.account else '—' }}
{% endif %} {% endblock %} {% block extra_js %} {% endblock %}