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How to manage your Dashboard
Updated over a year ago

Dashboard categories

We've created a new dashboard to help you get the most appropriate insights for your needs. In your dashboard settings, you can organise widgets (categories) below:

  • Income & Expenses

  • My Budgets

  • Upcoming Bills

  • How you spend

  • Recent Transactions

  • Three Month Average

  • Goals

  • Payday Countdown

Steps to manage your dashboard:

Step 1: Select the settings menu

Step 2: Select Dashboard Settings

Step 3: Drag and drop the categories to your desired order

Step 4: Save and exit

You can also disable widgets by moving them from the Enabled section down under the Disabled category.

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