Table of Contents
Credit Card Dashboard – Ledgerely #
The Credit Card Dashboard in Ledgerely provides a structured and interactive way to analyze credit card transactions. Users can track spending patterns, credit limits, and other financial metrics using dropdowns, line charts, and data grids.
Dropdowns #
- Year Selection → Users can select a specific year to view financial data.
- Bank Selection → Users can choose a specific bank to filter transactions and visualizations.
Line Charts #
- Year Selection → Allows users to select a specific year to view transactions.
- Card Selection → Filters data based on the selected credit card.
Line Charts #
Yearly Overview (X-Axis: Month | Y-Axis: Amount) #
- Displays monthly credit card expenses for the selected year.
- Helps users track spending trends over time.
Transaction Data Grid #
Loads transaction records for the selected month, displaying:
- Transaction Date
- Description
- Transaction Amount
- Status (Pending, Cleared, Paid, etc.)
Action Button #
Import Button (Top Right) #
- Enables users to bulk import transactions.
- Supports CSV and Excel formats for easy data migration.
Note: This dashboard provides a clear and structured view of credit card transactions, making it easier to track expenses, manage balances, and plan finances effectively.
