On your Dashboard, we’ve set up a few Groups to get you started. You can rename them or delete them to suit yourself. Add as many as you like.  To edit a Group name, just click on the pencil icon.

If you’d like to add some new Groups,  click on the plus symbol up the top and name it something that suits you. You could use something like Investments, Credit Cards or Business, anything that makes sense to you. 

Press the tick to save it.  

Drag and drop your accounts to add them to a Group.  You can move accounts around at any time, just drag them over. To change the order of your groups, use the arrow cross icon at the top of your Dashboard.

Once you shave moved your accounts into Groups, you’ll see a graph for the activity of that Group. 

To see graphs for all the accounts in each Groups as well, press the Account graphs toggle up the top.

To change the amount of days you can see on your line graphs graph, head to the User section of the Settings page and make a choice in the Chart window fields. 

You can see the balance history of any Group or account simply by rolling your curser over the line graph. It will show you the balance for each day.

Congratulations—you’ve created your Dashboard! 

You're on fire, so head on to fine-tuning your Categories