docs: more ledger-gui design references

Records three more dashboard references Stephen shared: the QuickBooks
Online dashboard cards, KPI tiles with period-over-period change, and a
cash-flow dashboard (runway, forecast, A/P and A/R aging, burn).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
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swaitsandClaude Opus 5.5 committed 2026-10-11 20:31:08 -07:00
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@@ -60,6 +60,19 @@ The primary interface is MCP, not a cloned GUI (Stephen's call, 2026-10-10).
invoices this month), an invoice table (number, customer, dates, invoices this month), an invoice table (number, customer, dates,
currency, home and foreign amounts, balance, totals), expenses by currency, home and foreign amounts, balance, totals), expenses by
category by month, invoices by status per month. category by month, invoices by status per month.
- **QuickBooks Online dashboard**: invoices (unpaid in the last year,
overdue vs. not yet due; paid in the last 30 days, deposited vs. not),
expenses by category (donut, last month), bank account balances (book
vs. bank, items to review), profit and loss (net income, income vs.
expenses bars), sales trend (line, by quarter).
- **KPI tiles with comparison** (QuickBooks accounting dashboard): income,
cost of goods sold, expenses, net profit, each with % change vs. the
previous 30 days; an auto date-range picker; cash balance over time
with a trend line; revenue by month, stacked.
- **Cash-flow dashboard**: bank balance, debtors, burn rate, cash runway
(days) tiles; income vs. expenses for the last six months; a net cash
flow forecast with a confidence band; A/P and A/R aging by days past
due (the engine already computes both agings); total burn over time.
## Phase 5 — Workflow parity ## Phase 5 — Workflow parity