How to use the Dashboard
How to use the Dashboard
The dashboard (Home on the phone) brings snippets of each feature onto one screen. Use it as your starting point, then tap a widget to go deeper.
1. A quick summary
Each widget is a snapshot of another feature. 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. Read How savings categories work.
2. Sorting, removing, and adding widgets
Adding, removing, and reordering widgets is on the phone app. On web the dashboard stays in a fixed layout.
- Sort - tap the sort icon in the top right. Hold the handle on the right and drag a widget up or down. Tap the exit icon when you're done
- Remove - in the same sort list, tap the red delete icon. Removed widgets move to the add-widgets screen
- Add - tap the + in the top right to see widgets you can add back, including new ones we've released
3. Your streak
This shows how many days in a row you've checked in on your finances.
4. Total balance
This includes the accounts you've connected or added manually. Tap the dropdown to choose which accounts are in the total.
5. Income vs expenses
This uses categorised income and expense transactions. Uncategorised, Ignore, Transfer, and savings-category amounts are not included.
Tap the widget to choose this week, this month, last week, or last month.
6. Filtering time periods
Most widgets have a green tile in the top right for the time period. Tap it and pick another option. The selected option is filled in green.
On mobile, turn on Face ID or PIN login if you want those filters to stay saved when you log in again.
For a walkthrough of each widget, read Dashboard feature overview.
You're all ready to go 🎉
Woohoo! You've now got an overview of how to use your dashboard. If you run into any issues, feel free to get in touch with us at hello@budgetbuddie.co.nz