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