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Getting Started
IntroductionQuickstart
Features
ReceiptsBank StatementsMatching
Guides
Upload Bank StatementsHow Matching WorksConnect GmailYour DashboardExport Data
Integrations
MCP / AI AssistantsAPI Reference
Trust
Security
Resources
MCP Server

Your Dashboard

The dashboard gives you an overview of your financial data at a glance.

Stats Bar

Four key metrics at the top:

Statements

Bank statements processed

Receipts

Total receipts in your account

Matches

Confirmed receipt-to-transaction matches

Usage

Plan usage this billing period

Mintline dashboard showing stats bar with statements, receipts, matches, and usage

Dashboard overview with key metrics

Time Filters

Filter all dashboard data by:

  • •MTD - Month to date
  • •QTD - Quarter to date
  • •YTD - Year to date
  • •All time - Everything

Spending Over Time

Area chart showing daily spending. Only includes matched receipts for verified data.

  • •Peaks = high spending days
  • •Trends help identify patterns
Mintline dashboard showing spending chart, health score, and top vendors

Dashboard widgets showing spending trends and analytics

Receipt Health Score

A 0-100 gauge showing how well-organized your records are:

90-100
Excellent (green)
70-89
Good
50-69
Needs attention
<50
Poor

Improve your score by:

  • • Matching more receipts
  • • Reviewing proposed matches
  • • Adding notes to transactions without receipts

Top Vendors

Bar chart ranking vendors by total spending. Use this to:

  • •Identify major expenses
  • •Spot anomalies
  • •Track expense categories

Match Status

Pie chart showing:

  • •Matched - Linked to receipts
  • •Proposed - Awaiting review
  • •Unmatched - No receipt found

Quick Actions

The sidebar upload area lets you:

  • •Drag and drop files
  • •Click to browse
  • •Email to receipts@mintline.ai

Next Steps

Learn how to export your matched data for accountants or tax filing.

Learn how to export your data →