Finance Dashboard Overview
Track your revenue, expenses, and payouts — all in one place.
The Finance Dashboard in TalleFlow gives you a complete snapshot of your business performance. It pulls together your sales, expenses, payouts, and available balances so you always know where your business stands financially.
Overview Tab
The Overview tab is your high-level financial summary.
Here’s what you’ll see:
Total Revenue – Total earnings from all sources in the selected date range
Total Expenses – Your recorded business costs
Net Profit – Profit after subtracting expenses from revenue
Available Balance – Funds currently in your Stripe account and ready for payout
Cash Flow (30 Days) – Graph of your recent cash in and out
Profit & Loss – Summary of revenue and expenses for the period
Smart Insights – Quick analysis of your margins and cash reserves
Recommendations – Actionable tips for improving financial health
Financial Health Score – A snapshot of your cash flow, profitability, and growth metrics
Balance Tab
The Balance tab breaks down your current Stripe account balance and recent transactions.
You can:
View current available balance (including funds in processing)
See total spent, total earned, and net amount
Filter and search transactions
Group transactions by category, client, or project
Download transaction history as CSV
Payouts Tab
The Payouts tab shows when and how your Stripe payouts are sent to your bank account.
You’ll find:
Payout Schedule – Frequency and delay of Stripe payouts
Next Payout Date and estimated amount
Payout History – Record of all payouts sent to your bank
Expenses Tab
The Expenses tab is where you log and track your business expenses.
Features include:
Add expense descriptions, categories, vendors, and amounts
Link expenses to specific projects
Mark expenses as recurring
Attach receipts or files for record keeping
Filter, group, and search expenses
Download your expense records for accounting or tax purposes
Settings Tab
The Settings tab is where you manage how you get paid and how you make payments through TalleFlow.
You can:
Add a Payment Method – For marketplace purchases and payments
Connect Your Bank Account – For receiving payouts from Stripe
See the status of your Stripe connection and active payout account
Best Practices
💡 Check your Overview tab regularly to keep an eye on cash flow and profit
💡 Keep expenses updated so your profit numbers stay accurate
💡 Review your payout schedule so you know when funds will hit your account
💡 Reconcile your TalleFlow data with your bank account for accuracy