The Dashboard

The Dashboard is Penzum’s home page — all your important data in one place.

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Left side — main content

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Income and expense summary

A summary of the current calendar year’s income and expenses, broken down by month.

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Obligations

Tax payment and filing deadlines due in the next 60 days. Overdue obligations are shown in red, upcoming ones in yellow.

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Invoices and transactions

A quick overview of your latest invoices and bank transactions.

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Right side — sidebar

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Connections

The status of your integrations, in one place: Green checkmark: active sync. Grey circle: not connected or inactive.

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Penzum News

Automatically collected news relevant to sole traders — on taxation, invoicing, and the latest NAV announcements.

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Penzum Tip

A daily, personalized financial tip — built from your own data. Use the “Next tip” button to page through the day’s tips.

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Related pages

For a quick, one-page yearly summary, see How am I doing?. For detailed, printable reports, see Reports.