UI Views¶
Design¶
- Dark theme (consistent with FATBot dashboard)
- Same design tokens:
--bg-0: #0e0e13,--gold: #f59e0b,--bull: #22c55e,--bear: #ef4444 - Fonts: Inter (UI), JetBrains Mono (numbers)
- Responsive, mobile-friendly
Pages¶
1. Dashboard (Home)¶
Top-level financial snapshot.
┌─────────────────────────────────────────────────┐
│ accounting.fatbot.ai [period: Apr] │
├──────────┬──────────┬──────────┬────────────────┤
│ Net Worth│ Monthly │ Monthly │ Subscriptions │
│ $XX,XXX │ Revenue │ Expenses │ $XXX/mo │
│ │ $X,XXX │ $X,XXX │ 12 active │
├──────────┴──────────┴──────────┴────────────────┤
│ CASH FLOW TREND (last 6 months bar chart) │
├─────────────────────┬───────────────────────────┤
│ UPCOMING RENEWALS │ RECENT TRANSACTIONS │
│ • TradingView 4/22 │ • Revenue +$2,400 4/15 │
│ • VPS hosting 4/28 │ • AWS bill -$49 4/14 │
│ • Domain 5/01 │ • Data feed -$120 4/12 │
└─────────────────────┴───────────────────────────┘
Cards: - Net worth — assets minus liabilities, green/red delta from last month - Monthly revenue — total for current month - Monthly expenses — total for current month (green if under budget) - Subscription burn — total monthly equivalent of all active subscriptions - Cash flow chart — 6-month trend, bars colored green (positive) / red (negative) - Upcoming renewals — next 30 days - Recent transactions — last 10
2. Balance Sheet¶
Standard accounting view with as-of-date selector.
┌─────────────────────────────────────────────────┐
│ Balance Sheet As of: Apr 2026 │
├─────────────────────────────────────────────────┤
│ ASSETS │
│ ├─ Cash & Bank │
│ │ Checking Account $12,500.00 │
│ │ Savings Account $5,000.00 │
│ │ Broker Cash $8,200.00 │
│ ├─ Accounts Receivable $000.00 │
│ ├─ Fixed Assets (net of depreciation) │
│ │ Computer Equipment $1,800.00 │
│ │ Monitors $720.00 │
│ │ │
│ Total Assets $28,220.00 │
├─────────────────────────────────────────────────┤
│ LIABILITIES │
│ ├─ Credit Card $450.00 │
│ ├─ Tax Payable $1,200.00 │
│ │ │
│ Total Liabilities $1,650.00 │
├─────────────────────────────────────────────────┤
│ EQUITY │
│ ├─ Owner's Capital $20,000.00 │
│ ├─ Retained Earnings $6,570.00 │
│ │ │
│ Total Equity $26,570.00 │
├─────────────────────────────────────────────────┤
│ Total Liab. + Equity $28,220.00 ✓ │
└─────────────────────────────────────────────────┘
- Checkmark when Assets = Liabilities + Equity
- Drill-down: click any line item to see transactions
3. P&L Statement¶
Period selector: month, quarter, year, custom range.
┌─────────────────────────────────────────────────┐
│ Profit & Loss Apr 2026 vs Mar 2026│
├─────────────────────────────────────────────────┤
│ Revenue │
│ Trading Income $4,200 $3,800 │
│ Service Income $800 $800 │
│ Total Revenue $5,000 $4,600 │
├─────────────────────────────────────────────────┤
│ Expenses │
│ Software & Subs $380 $380 │
│ Data & Feeds $120 $120 │
│ Infrastructure $89 $89 │
│ Depreciation $75 $75 │
│ Other $40 $25 │
│ Total Expenses $704 $689 │
├─────────────────────────────────────────────────┤
│ Net Profit $4,296 $3,911 │
│ +9.8% │
└─────────────────────────────────────────────────┘
- Side-by-side period comparison
- Percentage change
- Category breakdown
4. Expenses¶
List view with add/edit/filter.
┌─────────────────────────────────────────────────┐
│ Expenses [+ Add] Filter: [All] [Apr 2026]│
├──────┬──────────────────┬──────────┬────────────┤
│ Date │ Description │ Category │ Amount │
├──────┼──────────────────┼──────────┼────────────┤
│ 4/15 │ TradingView Pro+ │ Software │ $59.95 │
│ 4/14 │ AWS hosting │ Infra │ $49.00 │
│ 4/12 │ CQG data feed │ Data │ $120.00 │
│ 4/01 │ Domain renewal │ Infra │ $14.99 │
│ 3/28 │ New monitor │ Hardware │ $399.00 │
├──────┴──────────────────┴──────────┼────────────┤
│ Monthly total│ $642.94 │
└────────────────────────────────────┴────────────┘
- Filter by category, date range, type (one-time vs recurring)
- Recurring expenses tagged with subscription icon
- Monthly/yearly totals
5. Subscriptions¶
Dedicated tracker for recurring costs.
┌─────────────────────────────────────────────────┐
│ Subscriptions [+ Add] Total: $287/mo │
├──────────────────┬────────┬─────────┬───────────┤
│ Service │ Cost │ Freq │ Renews │
├──────────────────┼────────┼─────────┼───────────┤
│ TradingView Pro+ │ $59.95 │ Monthly │ May 15 │
│ CQG Data Feed │$120.00 │ Monthly │ May 12 │
│ VPS Hosting │ $49.00 │ Monthly │ May 14 │
│ Claude Pro │ $20.00 │ Monthly │ May 01 │
│ Domain (fatbot) │$179.88 │ Annual │ Apr 2027 │
│ │($15/mo)│ │ │
├──────────────────┼────────┼─────────┼───────────┤
│ Cancelled: │
│ Old data feed │ $80.00 │ Monthly │ Cancelled │
└──────────────────┴────────┴─────────┴───────────┘
- Annual costs show monthly equivalent
- Cancelled subscriptions in separate section
- Sort by renewal date, cost, or category
6. Assets¶
Asset register with depreciation schedule.
┌─────────────────────────────────────────────────┐
│ Assets [+ Add] │
├──────────────┬──────────┬──────────┬────────────┤
│ Asset │ Purchased│ Cost │ Book Value │
├──────────────┼──────────┼──────────┼────────────┤
│ Gaming PC │ Jan 2025 │ $2,400 │ $1,800 │
│ └ 5yr straight-line, $0 salvage │
│ └ Depreciation: $40/mo │
│ │
│ 2x Monitors │ Jan 2025 │ $800 │ $720 │
│ └ 5yr straight-line, $200 salvage │
│ └ Depreciation: $10/mo │
│ │
│ Standing Desk│ Mar 2025 │ $600 │ $593 │
│ └ 7yr straight-line, $0 salvage │
│ └ Depreciation: $7.14/mo │
├──────────────┴──────────┼──────────┼────────────┤
│ Total cost │ $3,800 │ $3,113 │
│ Total depreciation│ │ -$687 │
└─────────────────────────┴──────────┴────────────┘
- Expandable rows showing depreciation details
- Progress bar showing % depreciated
- Fully depreciated items flagged
7. Revenue¶
Monthly revenue input and tracking.
┌─────────────────────────────────────────────────┐
│ Revenue [+ Add] 2026 YTD │
├──────────┬──────────┬──────────┬────────────────┤
│ Month │ Trading │ Services │ Total │
├──────────┼──────────┼──────────┼────────────────┤
│ January │ $3,200 │ $800 │ $4,000 │
│ February │ $2,800 │ $800 │ $3,600 │
│ March │ $3,800 │ $800 │ $4,600 │
│ April │ $4,200 │ $800 │ $5,000 │
├──────────┼──────────┼──────────┼────────────────┤
│ YTD │ $14,000 │ $3,200 │ $17,200 │
│ Avg/mo │ $3,500 │ $800 │ $4,300 │
└──────────┴──────────┴──────────┴────────────────┘
- Monthly grid by source
- YTD totals and monthly average
- Year selector