Under Dashboard preferences, Default cash-flow view controls which chart view appears first. Cash flow emphasizes income, expenses, and latest net activity; Net presents net activity and the monthly average.
Open Settings, then Dashboard, choose the preferred view, and select Save preferences. Wait for the saved confirmation. You can still switch between the views on the dashboard without treating the saved preference as a permanent restriction.
The preference changes presentation, not the underlying accounting records. A different chart view can emphasize a different relationship, so confirm the current view before comparing screenshots or reporting a discrepancy.
If the page shows a loading error, retry loading the saved preferences before making changes. If your choice appears to revert, check whether Save preferences completed and whether you are in the same account and workspace. A teammate can have their own default. For support, provide the selected view and observed result; a full export of financial data is not needed to explain a preference that fails to save.
Was this article helpful?
Tell us whether this answered the question you came with.