Skip to main content

Add or Modify Dashboard / Cards / Widgets

  • Updated

Customize your homepage to easily access and review your statistics, providing a convenient overview of your financial status. This feature is especially helpful for quickly assessing your daily statistics.

If you observe inaccuracies in your widgets or statistics, please ensure there are no duplicate transactions, as these can lead to incorrect results.

 

How to Add and Modify the Dashboard / Home Page

Android

  1. Go to your Home page
  2. Scroll down to the bottom
  3. Select the 'ADD MORE CARDS' button
  4. Select the card you want to apply by clicking the 'ADD CARD TO DASHBOARD' button
  5. You should now see it on your home page
  6. To Remove or Apply filters
    1. Tap on the three dots in the top right of the widget
    2. Select 'Remove Card' or Apply a created filter
  7. To Change Widget Order
    1. Tap and hold the Widget and drag it in to the position you want it to be

iOS

  1. Select 'Dashboard' in the bottom left
  2. Scroll down to the bottom
  3. Select the 'ADD WIDGET' button
  4. Select the card you want to apply by clicking the '+ Add to dashboard' button.
  5. Close it and its not visible on your main page
  6. To Remove or Change widget order
    1. Tap on the '...' three dots in the top right of the widget
  7. Select 'Remove Widget' or Change Widget Order

 

Web App

  1. Go to the main page
  2. Scroll down and select 'Add Card'
  3. Click the card you want to add
  4. To Change Widget Order
    1. Hover your mouse on the Widget
    2. Two Grey lines now appear above the widget
    3. Click and hold the two lines and now drag the widget it in to the position you want it to be
  5. To Remove widgets, hover over the widget and press the three dots and select 'Remove Widget'

Related articles