Dashboard

Dashboard

The Finance mosaix dashboard is a Streamlit app for interactive financial analysis, reporting, and data management.

It uses the same DuckDB backend as the CLI, but the dashboard is optimized for exploring charts, reviewing account and portfolio metrics, and maintaining imported data.

Dashboard overview

Start the dashboard

From the project root:

python start_dashboard.py

The local URL provided by Streamlit opens automatically in your browser.

Desktop app and Home Assistant add-on

Finance mosaix can be delivered in multiple ways:

  • Source install for developers and advanced users using the existing Python project.
  • Desktop Electron app that bundles the Streamlit dashboard into a native desktop application.

For details on Electron and Home Assistant packaging, see the repository documentation.

Dashboard pages

Onboarding

Onboarding page

The onboarding page helps you configure the initial dashboard connection and demo mode.

Key elements:

  • demo mode toggle and sample data setup
  • database path selection
  • default dashboard pool selection
  • save and continue flow

Charts

Charts page

The Charts page displays visual reports for cash flow, asset allocation, spending, account balances, and other selected pools.

Key elements:

  • pool selection filters (Cash, Stocks, Goods, Interest)
  • chart type selector
  • date range controls

Metrics

Metrics page

The Metrics page summarizes your data with metric cards and detailed tables.

Common sections:

  • Overview Metrics
  • Cash Flow Metrics
  • Category Metrics
  • Account Metrics
  • Portfolio Metrics
  • Goods & Interest Metrics
  • Data Health Metrics

Data Creator

Use this page to add or seed finance data directly in the dashboard.

Data Editor

This page lets you view and edit raw pool data rows if your dashboard mode allows it.

Data Organizer

Data Organizer

The Data Organizer helps you clean and normalize imported data, fix balance snapshots, and merge or reorganize records.

Excel Import

Excel Import

The Excel Import page guides you through uploading a workbook, selecting a sheet, and importing transaction data into DuckDB.

Settings

Settings page

The Settings page includes:

  • database configuration
  • demo mode
  • chart options
  • application mode
  • notification preferences
  1. Start in demo mode or connect to your existing database.
  2. Review the Home page to confirm the database date range and summary metrics.
  3. Use Charts to explore cash flow, asset allocation, and spending categories.
  4. Open Metrics for health checks and portfolio snapshots.
  5. Use Data Organizer to clean or normalize imported data when needed.

For command-line operations, see CLI Reference.

Dashboard vs CLI

The dashboard is best for interactive analysis, visualization, and guided maintenance tasks. For automation, scripted imports, and terminal-first workflows, use the CLI.