The Dashboard gives you a real-time snapshot of your deductible expenses for the selected tax year. Use the Tax Year dropdown in the top-right toolbar to switch between years.
Stat Cards
Four summary cards sit at the top of the page. Total Expenses shows your complete deductible spending for the year. Transactions displays the total number of imported records, with a progress bar indicating how many have been categorized. Categorized counts the transactions that are ready for export. HST Claimed shows the estimated input tax credit across all your deductible expenses.
Monthly Expenses Chart
A stacked bar chart breaks down your deductible spending month by month, with each T1 category shown as a coloured segment. This makes it easy to spot seasonal patterns or months with unusually high spending. Click any bar to jump to the Transactions page filtered to that month.
Expense Breakdown
Below the chart, a ranked list shows every spending category with a progress bar, dollar total, and percentage of your overall deductible expenses. Click any category row to filter your transactions to that category and review individual entries.
Top Vendors
A ranked list of your highest-spend payees for the year, showing vendor name, how many transactions they appear in, and the total amount spent. This is useful for spotting recurring expenses you may want to review or recategorize.
Related Help Topics
Signing In
How to create an account and sign in with email or Apple ID.
Upload Bank Statements
How to import your CSV or XLSX bank exports into ExpenseFlow.
Transactions
Viewing, filtering, searching, and managing your imported transactions.
Categorizing Expenses
CRA T1 categories, auto-classification, and how to correct categories.