Dashboard Settings

Open via Settings β†’ Appearance β†’ Dashboard.

The Main Dashboard is composed of finance cards; here you decide which of them show and in what order, and which accounts get the favorite slots.

Available cards

Card Description
Latest Insights auto-generated insight from your data
Daily Summary today’s spend vs 7/30-day averages
Budget Summary budget vs actual per category
Net Earnings Summary income βˆ’ expense
Credit Card Summary vs remaining credit limit
Net Worth Summary assets βˆ’ liabilities (see Balance Sheet)
Cash Flow Summary cash in/out (see Cash Flow)
Favorites favorite accounts with balances

Favorite accounts

Premium users can mark up to 12 accounts as favorites and see their running balances on the dashboard card. Each account can be toggled from Settings β†’ Dashboard or the Favorites card itself.

Settings

  • Show/hide the Net Earnings card.
  • Show/hide Credit Card summary.