Dashboard Overview: MTD KPIs

Available from: v1.0.16

When you log in, the dashboard now greets you with four stat cards that reflect your current Making Tax Digital position — not generic platform metrics.

The four KPI cards

1. Total Income YTD

Shows your cumulative rental income for the current UK tax year (6 April – 5 April), expressed in GBP.

Pulls from all transactions categorised as income in trpc.transactions.summary
Resets automatically at the start of each new tax year

2. Total Expenses YTD

Shows your cumulative allowable expenses for the current tax year, expressed in GBP.

Covers all transactions categorised as expenses
Helps you track deductible spend before you submit your quarterly update to HMRC

3. Uncategorised Transactions

Displays the number of imported transactions that have not yet been assigned a category.

Uncategorised transactions cannot be included in an HMRC submission
A Review now link takes you directly to the transaction review queue
The count drops to zero once all transactions are categorised

4. Next HMRC Submission Deadline

Shows the date of your next quarterly MTD submission and a live days remaining countdown.

MTD for Income Tax quarterly deadlines follow the standard HMRC schedule:

Quarter end	Submission deadline
5 July	5 August
5 October	5 November
5 January	5 February
5 April	5 May

The countdown updates daily so you always know how much time you have.

Data source

All four cards read from the existing trpc.transactions.summary tRPC query. No additional API calls are made when the dashboard loads.

Why these metrics?

MTD for Income Tax requires landlords to submit a quarterly update of income and expenses to HMRC. The previous dashboard showed team and platform activity metrics that were not relevant to this workflow. The updated cards give you an at-a-glance view of the three things that matter most before a submission:

How much income and expense you have recorded
Whether any transactions still need attention
How long you have before the next deadline