How to proceed
- 1Open Dashboard after signing in. It shows only data from your signed-in account and amounts in the selected working currency.
- 2Read the four top indicators first. Income and expenses relate to the current month. Open expenses and open bills stay separate so paid and unpaid amounts are not mixed.
- 3Select Income, Expenses, or Balance to review the underlying finance entries with the relevant period and filter. NEXO does not silently convert historic foreign currencies.
- 4Select Next 7 days to open Calendar with upcoming open tasks, appointments, and payment deadlines.
- 5Use Add income or expense for a new finance entry. Review amount, currency, date, category, and payment status in the dialog before saving deliberately.
- 6Use Add reminder for an appointment, task, or payment reminder. Review title, date, time, recurrence, and note before saving.
- 7Use Review bills to see open outgoing bills. The dashboard opens the filtered bill list and never initiates a payment.
- 8Open a card under Appointments and tasks to edit it directly. For open bills, the card opens the relevant reminder or the linked person and bill according to its source.
- 9Use Tax status, Finance trend, Expenses by category, and People at a glance for orientation. An empty area means there is no matching saved data; NEXO does not invent values.
- 10On mobile, the same key data is condensed for quick review and editing. Tap an open bill or upcoming item for the relevant editor and use quick links for Finance and Bills.
Important
The dashboard does not start bank payments, mark items paid automatically, or share private data. Always review amounts, deadlines, and changes before saving.