{% extends "base.html" %} {% import "_macros.html" as m %} {% block title %}Overview{% endblock %} {% block content %}

{{ book.name }}

As of {{ today }} · {{ state.records | length }} records · head {{ m.record_link(state.head.id) if state.head else "—" }}

Net worth ({{ worth.currency }})
{{ worth.net_worth }}
{% if worth.unvalued_assets %}
plus unvalued assets {{ m.amounts(worth.unvalued_assets) }}
{% endif %} {% if worth.unvalued_liabilities %}
plus unvalued liabilities {{ m.amounts(worth.unvalued_liabilities) }}
{% endif %} {% for warning in worth.price_warnings %}
{{ warning }}
{% endfor %}
This month saved
{{ month.savings }}
income {{ month.income }} · spent {{ month.expenses }}{% if month.savings_rate_percent %} · {{ month.savings_rate_percent }}%{% endif %}
Proposals awaiting you
{{ queue.counts.pending_operations }}
Unmatched statement lines
{{ queue.counts.unmatched_lines }}
Exceptions
{{ queue.counts.reconciliation_exceptions + queue.counts.issues }}

Recent activity

{% if recent %}
{% for op in recent %} {% endfor %}
StatusOperationProposed byConfidenceWhen
{{ op.status }} {{ op.summary }} {{ m.actor_badge(op.actor) }} {{ m.confidence(op.confidence) }} {{ op.proposed_at }}
{% else %}
An empty bookOpen accounts and import a statement with the CLI: wealthbraid open …, wealthbraid import csv …
{% endif %} {% endblock %}