Dashboard Navigation

Reference for the fiscal host and organization dashboard sidebar, including how new Incoming Money and Outgoing Money menus map to older labels.

The dashboard sidebar groups tasks by what you are trying to do. The layout depends on your account type (individual, collective, organization, or fiscal host) and your role on that account.

Money-in and money-out sections use the Incoming Money and Outgoing Money labels described below. This layout is enabled by default. To revert to the previous Expenses and Contributions labels, toggle Sidebar Reorganization Incoming/Outgoing off from Preview Features.

Account switcher

Use the account switcher in the top-left corner to move between profiles where you hold a role (personal account, collective admin, organization admin, fiscal host admin, and so on). The sidebar updates to show tasks relevant to the selected account.

Sidebar groups by account type

Fiscal hosts and organizations with money management

Sidebar group	Pages	Typical tasks
Overview	Overview	Balances, setup checklist, key metrics
Accounts	Accounts	Projects, events, and connected accounts (collectives and organizations)
Outgoing Money	Pay Disbursements, Paid Disbursements, Approve Payment Requests, All Payment Requests, Outgoing Contributions	Review, approve, and pay expenses; track outgoing contributions from this account
Incoming Money	Incoming Contributions, Expected Funds, Incomplete Contributions, Issued Payment Requests	Track contributions received, pending bank transfers, and payment requests you submitted
Internal Transfers	Internal Transfers	Move funds between accounts you manage (preview)
Funds & Grants	Hosted Funds, Hosted Grant Requests, Grants, Approve Grant Requests	Manage grant programs and hosted funds
Ledger	Transactions, Bank Account Sync, CSV Imports	Full transaction history and off-platform reconciliation
Hosting	Hosted Collectives, Applications	Manage hosted collectives and incoming applications
People	People	Search accounts, roles, KYC status, and exports
Vendors	Vendors	Vendor directory for your host
Reports	Transactions, Expenses, Contributions	Downloadable reports
Settings	Info, Fiscal Hosting, Receiving Money, Sending Money, and more	Account configuration

Hosted collectives

Hosted collectives see a smaller set of sections focused on fundraising and spending: Overview, Outgoing Money, Incoming Money, Transactions, Contributors, Tiers, Team, and Settings.

Individual accounts

Individuals typically see Overview, Payment Requests (or Expenses), Contributions (outgoing contributions you made), Transactions, and Settings.

Old label to new label reference

Use this table when following older documentation or support articles that reference previous sidebar names.

Previous label	Current label	Notes
Expenses (fiscal host)	Outgoing Money	Host expense workflows are split across sub-pages
Expenses - ready to pay	Outgoing Money > Pay Disbursements	Expenses approved and awaiting payment
Expenses - all	Outgoing Money > All Payment Requests	Full expense list
Expenses - approve	Outgoing Money > Approve Payment Requests	Expenses pending collective or host approval
Contributions (fiscal host)	Incoming Money	Received money and related workflows
Contributions - received	Incoming Money > Incoming Contributions	Financial contributions to hosted accounts
Expected Funds	Incoming Money > Expected Funds	Pending offline or bank contributions
Incomplete Contributions	Incoming Money > Incomplete Contributions	Contributions that need follow-up
Contributions - from this account	Outgoing Money > Outgoing Contributions	Contributions this account made to others
Expenses - submitted by this account	Incoming Money > Issued Payment Requests	Payment requests you submitted
Collectives	Hosting > Hosted Collectives	List of hosted collectives
Contributors (on hosted collective)	Contributors	Unchanged for hosted collectives
Contributors / community (fiscal host)	People	Host-wide account directory
Transactions (with money management)	Ledger > Transactions	Full ledger view
Payment Requests (self-hosted organization)	Outgoing Money > Payment Requests	Organizations paying their own expenses

Settings paths are unchanged. For example, Dashboard > Settings > Receiving Money works the same regardless of sidebar layout.

Related documentation

• Your Dashboard - getting started with the dashboard

• Preview Features - revert to the previous sidebar layout or try other previews