Application Interface
How I access this tool, and how it is displayed to me.
Dashboard
Header
Firefly-III has a ever-present header that displays a couple of things:
- Open an close the side menu with the hamburger button
- Access help for current page
- User details
- "Create New Stuff" button (withdraw, deposit, transfer, etc.)
Dashboard Display
The dashboard is a pleasant mix of appropriate graphs, charts, and lists, with buttons to go to the detail page view, or to create entries where appropriate.
Across the top is a banner of several key statistics, such as your Balance, Bills to Pay, what you have Left to Spend, and your Net Worth. This provides a good at-a-glance overview of your financial health.
Financial Control
Budgets
This page shows you an overview of your budgets. The top bar shows the amount that is available to be budgeted. This can be customized for any period by clicking the amount on the right. The amount you've actually spent is shown in the bar below. Below that are the expenses per budget and what you've budgeted for them.
https://docs.firefly-iii.org/firefly-iii/concepts/budgets/
Bills
This page contains a listing of the bills that you have created, along with all of the details, including links to the relevant rules, and the recurrence period, among other things.
Clicking on individual bills will show a table with some general information about the bill. It also shows a chart of the transactions linked to the bill. There is also a button to re-scan old transactions so they will be matched to the bill.
https://docs.firefly-iii.org/firefly-iii/advanced-concepts/bills/
Piggy Banks
The Piggy Banks on this page are shown in list form, and are shown as they are grouped (if enabled) into their relevant groups. Note that the total of all the groups is not displayed if there are multiple groups. The ungrouped piggy banks are showed in their own separate "ungrouped" group.
The bottom of this page also displays the status of your Accounts which any of the Piggy Banks are saving on. This is a field that's set when creating a new Piggy Bank.
Clicking on the name of the Piggy Bank will give you a graph of the events, and a summary of the history and current status of the Piggy Bank.
https://docs.firefly-iii.org/firefly-iii/advanced-concepts/piggies/
Accounting
Transactions
The transaction pages have a listing of the transactions for that particular type of transaction. As well, there are charts on the top for the Categories, Budgets (or Source Accounts), and Destination Accounts.
Automation
The automation pages are a listing of all of the automations available on the account. Rules are grouped according to the existing rule groups. It also displays most of the details about the individual rules/recurring transactions in the table.
Selecting the Edit button will show all of the available fields, as well as the list of triggers for the rules. There are many details in the individual Rules and Recurring Transaction entries that are worth explaining in depth in the relevant "concept" section.
Others
Accounts
Asset Accounts
Expense Account
Revenue Account
Classification
Categories
Reports
Report Type:
Included Accounts:
Options
Profile:
Delete Data:
Currencies:
