The dashboard includes three sections:
Key indicator: your year-to-date result (before tax)
Chart: month-by-month changes in your income/expenses and result
Category: breakdown of your income/expenses by category
Key indicator
This is the pre-tax result = income - expenses.
❔💡 The pre-tax result is the basis for calculating your social contributions and taxes. It is therefore the key indicator to monitor.
Chart: month-by-month changes
Income totals all your accounting accounts beginning with 7. They are shown in blue on the chart. Examples: sales invoices, amounts received in your account, copyright income, sales of investment assets, etc.
Expenses total all your accounting accounts beginning with 6. They are shown in pink on the chart. Examples: all current expenses, salaries, depreciation, loan interest, etc.
⚠️ Both income and expenses are displayed as positive figures! This makes them easier to compare.
📊 The curve represents the pre-tax result. It is displayed in dark blue or dark pink, depending on whether it is positive or negative.
Income/expense categories
In this section, we list the families and categories of income and expenses:
Families: when you navigate into your income or expenses, you will find your families. They are sorted in descending order: from the largest to the smallest. If a family has no transactions for the selected year, it is not displayed.
Categories: by clicking on a family, you will find the categories linked to it, again sorted in descending order.
What is the difference between the dashboard and my invoice list?
In this part of the application, you are viewing your accounting figures. These are the figures used for your tax return. They may differ from your invoice list for several reasons. In the dashboard, we handle these specificities:
VAT: amounts are excl. VAT if you are subject to standard VAT. Unlike the invoice list, which displays amounts incl. VAT.
Depreciation: depreciation is included. Example: your computer worth €1,210 incl. VAT appears in your invoice list. From an accounting perspective, the expense is €1,000 excl. VAT and is depreciated over three years. The dashboard will therefore show a charge of €333.33 for the year, spread month by month, i.e. €27.78/month.
Financial: if you have income/expenses in your bank statements, they appear in the dashboard but no invoice is associated with them. Examples: rental income or mutual insurance reimbursements, bank charges or social contributions.
If you have any questions, we are available via the live chat at the bottom right 😇
See you soon on BILLY