Home dashboard & quick expense logging
Review portfolio and project health from the home screen, then quickly log a new expense via the plus action.
The user lands on the Home dashboard showing portfolio totals, the action center, and their active projects, and can switch the project list filter to view archived projects. From the bottom navigation plus button they open the quick-action sheet (scan receipt, log expenses, add team member) and choose to log an expense, which opens the Add expense/receipt form to fill in project, amount, vendor, category, and date before saving.
4
screens
0
built
5
endpoints
Screen sequence · 4 steps · 💸 Home & Wallet
Endpoints across this flow
Flow endpoints · 5 endpoints, 0 confirmed in code · the Backend agent owns these
GET /projectsGET /portfolio/overviewGET /home/briefingPOST /projects/{project_id}/transactionsPOST /projects/{project_id}/transactions/receipt-scan/upload-and-analyse