Xero dashboard: know your numbers

Keep an eye on your finances day by day using the accounting dashboard. Track bank balances, invoices, bills and more.

The Xero dashboard displays four panels: bank account summary, account watchlist, business performance, and invoices.

Stay on top of your cash flow

Gain insight into your sales and spending.

See bank and card info in one place

View your account balances and reconciliations.

Follow up on outstanding invoices

Easily follow up what’s owed to you.

Track areas of your business

Customise the dashboard to monitor certain things.

Stay on top of your cash flow

Get a snapshot of cash coming in, going out, and bills that are due, to gain insights into business cash flow.

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    View details of payments and money coming in
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    See the status of expense claims and bills you need to pay
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    View simple charts and graphs to monitor your cash flow
The Xero dashboard shows a bar chart of monthly totals for cash coming in and going out.

See bank and card info in one place

Get a clear, up-to-date picture of the money in your bank accounts, credit card and PayPal accounts.

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    Choose bank and credit card accounts to set up and monitor
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    Get an up-to-date view of running balances
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    See transactions that are ready to be reconciled
The Xero dashboard shows a graph of running balances for a business bank account, and a button to reconcile transactions.

Follow up on outstanding invoices

The online accounting dashboard gives you the tools to proactively follow up on outstanding invoices.

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    View a summary of what’s owed to you
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    Filter invoices by due date, amount owed or what’s overdue
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    Drill down for more detailed information
The Xero dashboard shows a bar chart of invoices owed to a business.

Track areas of your business

Stay up-to-date with your business and see how different aspects are tracking and different areas performing.

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    Set up tracking to monitor transactions, contacts and more
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    Customise your dashboard to show the areas you want to monitor
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    Get reports on the monthly trends that matter
The Xero dashboard shows a bar chart of current liabilities to net worth for the year, as well as a 12-month average value.

More about the Xero dashboard

The Xero dashboard displays when you start using Xero. Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information. You can adjust what displays so you see what’s most important to you.

See how to set up and adjust your dashboard

The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow.

See how to monitor your cash flow

Start using Xero for free

Access all Xero features for 30 days, then decide which plan best suits your business.

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    Safe and secure
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    Cancel any time
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    24/7 online support