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Panels

Abyss Banking Panels are customizable dashboards that display exactly the financial indicators you need. Each panel is made of sections containing components: charts, tables, balances, reports.

Create a panel​

  1. From Abyss Banking, open the Panels tab.
  2. Click Create.
  3. Pick:
    • Blank panel to start from scratch,
    • Template to start from a pre-configured panel (e.g. monthly tracking, treasury view).
  4. Name the panel and confirm. You're redirected to the edit page.

Edit a panel​

On the edit page you can:

  • Add a section to group related components (e.g. "Cash", "Categories", "Top expenses"),
  • Add a component inside a section,
  • Reorder sections and components by drag-and-drop,
  • Rename or delete sections and components.

Available components​

Several component types cover common needs:

  • Account balance — current balance of one or several accounts.
  • Account cash position — cash position over a period.
  • Cash position comparison — compare cash position between periods.
  • Sum per category — sum of transactions per category.
  • Sum per category per month — monthly evolution per category.
  • Transaction per account — transactions distribution per account.
  • Transaction per category — distribution per category.
  • Transaction per day — daily transaction volume.
  • Transaction table — detailed table of filtered transactions.
  • Period report — summary over a chosen period.
  • Monthly report — monthly summary.
  • Monthly evolution — month-over-month evolution.
  • Top outcomes — largest outflows.
  • Top incomes — largest inflows.

Each component is configured individually (target accounts, date range, filtered categories, etc.).

Share a panel​

Like every Abyss content, a panel follows the sharing system. You can:

  • keep the panel personal,
  • share it with your organization with a permission level (view, edit, manage),
  • share it with a specific team or member,
  • generate a public link if needed.

Best practices​

  • Create one panel per use case (monthly view, treasury view, project follow-up…) rather than a giant panel that's hard to read.
  • Use sections to logically group components; it makes reading and export easier.
  • Start from a template when a standard use case matches your need — you'll save configuration time.