The Finance card on the owner Dashboard shows one month of the yacht's finances. All amounts are in the yacht's own currency, rounded to whole units.
Choosing an account
A yacht can keep several financial accounts. The button in the card's top-right corner names the one you are looking at; click it to switch, and the list shows each account's name and current balance. When the yacht has only one account, the button still names it but is greyed out — there is nothing to switch to. The card opens on the yacht's first account.
Account Balance
The current balance of the selected account, as recorded on the yacht's books. It is a live balance, not a month-end figure, so it does not change when you step through months.
Budget vs Expenses
The month is shown between two arrows (Previous month and Next month); the card opens on the current month.
The bar compares what has been spent in that month against the month's budget. Below it:
- The two figures as spent / budget.
- … % of monthly budget used. Spending past the budget fills the bar completely and colours it differently, and the percentage keeps climbing past 100%.
- If no budget has been set for that month, only the spend is shown and the line reads No budget set for this month.
Budgets belong to the yacht and the month, not to an account. So while the balance and the expense list follow whichever account you have selected, this budget-versus-expenses pair always covers the whole yacht's spending for the month. Switching accounts does not change it.
Recent Expenses
The newest expenses of the month on the selected account, up to five, each with its name, amount and date. A month with nothing recorded on that account reads No expenses this month.
What owners cannot do here
The card is read-only. Owners cannot add or edit expenses, set budgets, open an account's ledger, or reach the full Finance section — that lives on the vessel side, for crew and management. If a figure looks wrong, the management company or the yacht's crew correct it.