Configuring your Dashboard

The dashboard provides a range of widgets to give you information at a glance. Use this to see your top expense categories, portion of income saved, upcoming expenses and more.


To add a widget to the dashboard.

  1. Open the Options menu
  2. Under manage, tap Dashboard
  3. Tap Add a Widget
  4. Select a widget type to add
  5. You may give the widget a custom Title or leave the default
  6. You may disable the widget, hiding it from the dashboard
  7. You can set a background color
  8. You can choose a time range for the data displayed
  9. You can choose which account to show data for
  10. Depending on the widget, there may be additional options
  11. Tap Save
  12. Navigate back to the dashboard, and the widget will display