What does the project overview show?

The Overview tab is the project's dashboard. It is the first screen you land on when you open a matter, and it pulls the highlights from every part of the project into one place, so you get the shape of the case before you dig into any single tab.

What's on the overview

• The case masthead. Across the top, the case period (the span your statements cover, or "No statements yet"), a statement coverage percentage, and figure tiles for Accounts, Statements, Pages, and Checks.

• Coverage. A small version of the coverage view, showing how much of the period is Covered and where the Gaps are.

• Account mix. A breakdown of the accounts in the matter by type, so you can see at a glance whether you are looking at checking, credit cards, brokerage, or a mix.

• Top categories. The largest spending categories, once there are transactions to summarize.

• Portfolio. A snapshot of investment holdings, shown when the matter includes brokerage statements.

• Cash flow. Money in versus money out across the period, once transactions are in.

Above it all: what needs you

When something is blocking a clean analysis, a red Needs attention panel sits above the overview with the specific items to handle, failed statements, duplicates, or cycles that do not reconcile. See what the Needs attention panel is.

The overview is a summary, not the working surface. When a number catches your eye, follow it into the tab that owns it: the ledger for transactions, insights for the deeper cuts, or the portfolio view for holdings.