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Using the Overview screen (beta)

In this article we'll explain what the Overview screen is and how to include it in your workflow.

Written by Jukka
Updated over 2 weeks ago

SparkReceipt web version got a new Overview screen in February 2026.

The Overview screen gives a quick look into your income and expense documents, document review statuses, profit & loss, and so on, to help you in your daily work.

Use the date picker or presets to select a custom date range. Use the arrows to navigate to previous or next period.

As this is a new feature, it is currently labeled as beta. Please let us know if you encounter any bugs or unexpected behavior.

Widgets

The Overview screen has several widgets. All widgets use the same date range defined at the top level for filtering the data.

Cash Flow widget

The Cash Flow widget shows your expenses, income and net over time in the selected date range.

The chart has several modes:

  • Include Tax – Include / exclude taxes from the shown values

  • Projection – Include / exclude future expenses and income. Requires adding e.g. recurring expenses and/or income to show the projection. Helps in understanding future cash flow.

  • Cumulative – Displays cumulative values (sum). Helps in e.g. understanding how your P&L progresses over time.

  • Weekly / Monthly – Shows data on a weekly or monthly basis.

Cash Flow widget – Default mode

Cash Flow widget – Cumulative mode

Document Review widget

Shows actionable buttons to e.g. quickly view the documents that require attention or are pending for review in the selected date range.

Clicking any of the document review states shows the matching documents in the Browse view.

All documents reviewed:

Some pending documents in the selected date range – click the Pending button to start reviewing them:

Documents by Type widget

Shows what kind of documents you have added in the selected date range. Useful for spotting e.g. missing expense, income or statement documents by looking at the numbers.

Profit and Loss widget (P&L, PnL)

Shows income documents as Revenue and expenses by category. Uses the date range selected in the top of the view.

The widget has two modes:

  • Include Tax – Include / exclude taxes from the shown values

  • Projection – Include / exclude future expenses and income. Requires adding e.g. recurring expenses and/or income to show the projection. Helps in understanding future cash flow.

Expenses by Category widget

Shows expenses by category. Realized / past expenses shown with a solid fill and projected expenses with a striped fill.

Uses the date range selected in the top of the view.

The widget has two modes:

  • Include Tax – Include / exclude taxes from the shown values

  • Projection – Include / exclude future expenses. Requires adding e.g. recurring expenses to show the projection. Helps in understanding future cash flow.

Income by Category widget

Shows income by category. Realized / past income shown with a solid fill and projected income with a striped fill.

Uses the date range selected in the top of the view.

The widget has two modes:

  • Include Tax – Include / exclude taxes from the shown values

  • Projection – Include / exclude future income. Requires adding e.g. recurring income to show the projection. Helps in understanding future cash flow.

Spending by User widget

Shows spending by user.

Uses the date range selected in the top of the view.

The widget has two modes:

  • Include Tax – Include / exclude taxes from the shown values

  • Projection – Include / exclude future expenses. Requires adding e.g. recurring expenses to show the projection. Helps in understanding future cash flow.

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