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๐Ÿ“Š Chapter 2 โ€” Dashboard

Your money, in one screen.

The dashboard is the heart of Shahi Expense. It shows your net balance, monthly trend, payment status and quick actions โ€” all updated live as you record entries.

Shahi Expense dashboard showing net balance, charts and category breakdown
The dashboard combines your live balance, monthly trend and category split.

Layout overview

The dashboard is split into four zones โ€” Balance summary, Trend chart, Quick actions and Alerts โ€” followed by the bottom navigation bar.

Net balance card

The top card shows your live financial picture:

  • Net balance โ€” total income minus total expense for the selected period
  • Cash in โ€” total income (green)
  • Cash out โ€” total expense (red)
  • Period filter โ€” Today, This Week, This Month, This Year, or custom range
Tip: Tap any of the three numbers to drill down โ€” opens the cashbook filtered to that period and category.

Trend chart

Below the balance card you'll see a daily / weekly / monthly bar chart of income vs. expense. Toggle the period at the top-right of the chart.

  • Tap any bar to view the entries for that day or month
  • Long-press to compare with the previous period

Quick-add & shortcuts v3

A floating Quick add button sits on every dashboard. Tap it and a sheet pops up with four big choices โ€” pick what you want to enter and the right form opens.

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Expense

Opens the expense entry sheet directly.

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Income

Quickly log a salary, payment received or other income.

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Invoice

Jump straight to the GST invoice creator (party optional for walk-ins).

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Payment

Record a payment received or made โ€” link to invoices later.

Walk-in & Misc tiles v3

When you have counter activity, the dashboard surfaces it without you having to open a report:

  • Walk-in today โ€” sum of today's walk-in invoice totals + count. Tap to drill into the Walk-in & Misc report.
  • Unassigned payments โ€” total + count of standalone payments that have no party (cash drawer, anonymous receipts).
  • Both tiles only appear when the numbers are greater than zero โ€” no clutter on quiet days.

Outstanding tile v3

The red overdue strip now shows your rolled-up outstanding amount. Tapping it opens Overdue Parties โ€” every party with at least one overdue invoice, sorted by max days overdue.

  • Each row shows the party, total outstanding, the worst days-overdue, and the number of overdue invoices
  • One-tap WhatsApp reminder button per party โ€” pre-filled in the user's language, with a UPI pay link if you've configured a VPA
  • Tap a party row to open the full party history

Alerts & status panel

Just below the chart, you'll see live alerts:

  • Overdue invoices โ€” invoices past their due date (now drills into Overdue Parties)
  • Low-stock items โ€” anything below your threshold
  • Budget warnings โ€” categories that are about to overshoot the monthly limit
Pay attention to red dots. They mean a deadline or limit is at risk โ€” tap to act.

Home-screen widgets v3

You can pin Shahi Expense to your Android home screen โ€” no need to open the app for the headline numbers.

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Quick Add (4ร—1)

Four gradient buttons: Expense / Income / Invoice / Payment.

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Today's Total (2ร—2)

Net cash, in / out, current date.

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Outstanding (2ร—2)

Total dues + unpaid / overdue counts.

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Walk-in Today (2ร—2)

Counter sales โ€” total amount + invoice count.

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Cash & Bank (4ร—2)

Primary cash and bank balances side by side.

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Business Overview (4ร—2)

Income / Expense / Net + Invoiced / Received / Due โ€” all in one tile.

  • Realistic preview cards in the Android widget picker โ€” you see what the widget looks like before pinning
  • Auto-refreshes after every save (invoice, payment, expense)
  • Tap any tile to deep-link straight into the relevant screen
  • Works on every Android version; preview images render even on Android 10/11 launchers that don't support live previews

The bottom bar gives you quick access to the five main areas:

  1. Home โ€” this dashboard
  2. Cashbook โ€” daily expense & income list
  3. Invoices โ€” all sell invoices and PDFs
  4. Stock โ€” items, ledger and low-stock alerts
  5. More โ€” Reports, Tools, Settings, Backup