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 | todayβs spend vs 7/30-day averages |
| Budget Summary | budget vs actual per category |
| Net Earnings Summary | income β expense |
| Credit Card Summary | vs remaining credit limit |
| Net Worth Summary | assets β 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.
Related
- Dashboard guide
- Full card details: Guide β Dashboard