The Dashboard
It displays the following information:
Income and expenses
The income and expenses data are displayed in a chart. It displays income or expense data (or both) for the current or previous financial year.
An example of the chart showing both the income and expense data for this financial year
versus the past 12 months
Incoming money
This table shows incoming money. This is the data on all invoices yet to be marked as paid grouped by:
All outstanding invoices
Overdue invoices
Draft invoices
Unbilled time
Total incoming
The financial year
This section shows
Gross Income, excluding GST
total Expenses, excluding GST
Taxable Income
Estimated tax amount, based on ATO's individual tax rates
Medical Levy
The Medicare levy is 2% of your taxable income. You may get a reduction (1%) or exemption (0%) from paying the Medicare levy, depending on your and your spouse's income and circumstances. Click on the column to change the % of your Medicare levy if it's not the usual 2%.The Medicare Levy is set at 2% by default.
Estimated tax payable
Choose between data for this financial year or the last financial year. The tax payable amount is an estimate based on ATO's individual tax rates.
Your goals
Set monthly and annual goals here based either on
Income (exclusive of GST)
OR
Profit
NOTE: For more information on setting the goals, click HERE.
Income
The Income chart focuses on the most productive areas of your business. You can filter either by "Clients" to show your most valuable clients or by "Categories" to show the income category that generates the most income or by "Categories" to show the income category that generates the most income.
You can also use the date filter to change the date range for the information shown.
It shows the top five clients or categories. Others are the consolidated total of the rest of the clients or categories.
Expenses
This section details and compares your main business expenses. You can filter either by "Vendor" or by "Categories".
You can also use the date filter to change the date range for the information shown
It shows the top five suppliers or categories. Others are the consolidated total of the rest of the suppliers or categories.
Invoices
This section shows a list of the most recent invoices and their status. Clicking on the invoice will route you to the invoice itself.
Bank accounts and forecast
The module below will also display on the dashboard if you have connected a bank account to Rounded (available on the pro plan only).
Use the quick access button to
Send an Invoice
Log an Expense
Log a New income
Send a New quote
Start timer
Add a New client
Remember to download the Rounded mobile app!
