Dashboard feature overview

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The dashboard (Home on the phone) brings snippets of each feature onto one screen, so you can get a view of everything without digging further. Use it as your starting point, then tap a widget to go deeper.

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On the phone you can add, remove, or reorder widgets. On web the layout stays fixed. Read How to use the Dashboard for that.

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1. A quick summary

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Widgets stay empty until your accounts and transactions have finished loading. Income and expense widgets only count categorised transactions. Transfer, Ignore, and savings categories are left out on purpose, because money you put away is not everyday spend.

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2. Total balance

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Your total balance includes the accounts you've connected or added manually. Tap the dropdown to choose which accounts are included.

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3. Income vs expenses

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This uses categorised income and expense transactions for the period you pick. Uncategorised, Ignore, Transfer, and savings-category amounts are not included.

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Tap the widget to choose this week, this month, last week, or last month.

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4. Top 5 expenses

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This shows your top spend categories for the selected period. Tap a category to see those transactions. Savings categories are left out, the same as Transfer and Ignore.

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5. Spend vs budget

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This shows each expense budget and what's left over. We show the top 4. Tap See all for the rest, or tap a budget to open it. Savings-category budgets stay on this list because they are still expense budgets.

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6. Transactions

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This shows your latest 5 transactions. Tap See all for the full list, or tap a transaction to open it.

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7. Income vs expenses graph

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This compares income (green) and expenses (red) by month. Use the green button to switch last 3, 6, or 12 months. Tap a set of bars to see that month's totals.

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8. Goals

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This shows your two most recent goals, including progress, how much to put aside, and whether you're On track, Behind, Off track, or Achieved.

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Tap a goal to open it, or tap See all for the full Goals screen. Use a goal when you have a target date. For a regular set-aside, mark an expense as savings instead. Read Goals feature overview.

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9. Merchants

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This shows how many merchants are categorised and uncategorised. Tap See all to open Merchants. Keep on top of new ones so your spend widgets stay accurate.

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10. Top 5 merchants

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This shows where you've spent the most. Use the green button to change the time period.

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11. Account balances

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This lists the accounts you've connected or added manually. Tap one to open the account details.

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12. Income and expense breakdowns

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These pie charts show what you've received and spent. Use the green button to change the period, and tap a slice to see that value. Savings-category amounts are not treated as spending here.

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Want the month-by-month picture of what you own and owe? That's on Net worth, not on the dashboard.

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You're all ready to go 🎉

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Now that you understand the dashboard widgets, you can explore each feature further. If you run into any issues, feel free to get in touch with us at hello@budgetbuddie.co.nz

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