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Getting Started: Dashboard & Basics

Learn how to navigate your KasbPro dashboard, set up your first bank account, and understand the core metrics.

# Welcome to KasbPro

KasbPro is designed to be the simplest, most powerful free ERP for small businesses. Whether you're tracking daily expenses, running payroll, or managing inventory, everything starts at the Dashboard.

1. The Dashboard Overview

When you log in, you will see your Dashboard. This is your command center.

  • Top Cards: Show your total Income, Expenses, and Profit for the selected period (e.g., This Month, Year to Date).
  • Ledger Balances: Unlike spreadsheets, the balance shown on your dashboard is calculated dynamically from every transaction you've entered. It never drifts.
  • Quick Actions: Use the "Add Income" or "Add Expense" buttons for one-tap entry without leaving the page.

2. Setting Up Your Accounts (Wallets)

Before you record money coming in or going out, you need to tell the system where that money is.

  1. Navigate to Accounts from the sidebar.
  2. Click New Account.
  3. Name it (e.g., "Cash Drawer", "Main Bank Account", "Mobile Money").
  4. Enter an opening balance if you already have money in it.

3. Contacts (Customers & Suppliers)

You do not have to create contacts before doing business, but it helps.

  • Go to Contacts.
  • Add your frequent suppliers (people you buy from) and customers (people who buy from you).
  • When you create an invoice later, you can just select their name from a dropdown.

That's it! You have laid the foundation. Move on to the Income & Expenses guide to start recording transactions.