Counseling Assistant
Demo Environment
🏠 Dashboard 💬 Session 📆 Calendar 📚 Resources 💵 Financial Tracking Demo · Read-only
View: Counselor Admin
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💰 Financial Tracking Dashboard

Month: January 2026

Gross Income
$12,500.00
Refunds
-$120.00
Stripe Fees
-$85.00
Expenses
-$2,340.00
Net
$9,955.00

Quick Access

📋 Transactions View all financial transactions 💸 Expenses Track and manage expenses 🏷️ Categories Organize transactions by category 📈 Reports Generate financial reports ⚙️ Settings Adjust bookkeeping settings ✅ Reconcile Match records to bank statements