How to customize your dashboard

Your financial dashboard comes with several widgets that show different parts of your money picture. You can choose which ones to show and which ones to hide so your dashboard looks just the way you want.

Open the customize panel

1. Go to your Finance dashboard from the left sidebar
2. Click the Customize button near the top of the page
3. A panel will open showing all available widgets

Choose your widgets

You'll see a list of widgets, each with a toggle switch next to it. Flip a switch on to show that widget, or off to hide it.

Here's what each widget shows:

• KPI Overview — A row of cards with your key numbers: income, spending, cash flow, net worth, transaction count, and upcoming bills

• Spending Trend — A chart showing how your spending changes month to month

• Accounts — Your connected bank accounts and their balances

• Spending Categories — A chart showing where your money goes by category (food, rent, shopping, etc.)

• Budget Overview — How your spending compares to the budgets you've set

• Savings Goals — Your top goals and how close you are to reaching them

• Insight Events — Smart tips and observations about your spending habits

• Month in Review — An AI-powered monthly summary of your finances

• Net Worth Chart — A chart tracking your total net worth over time

• Upcoming Recurring — Bills and subscriptions coming up in the next 7 days

Save your choices

When you're done, click Done. Your choices are saved right away and will be there the next time you visit your dashboard.

Reset to the default view

If you want to start fresh, you can turn all widgets back on. Just open the customize panel again and switch them all on, or look for the reset option.