Dashboard

This week we're going to walk through one of the main features of BudgetBuddie, the dashboard. A Dashboard, what is it? To put it into layman's terms, a dashboard is where you can see everything at a glance and don't have to dig further to understand it.

A dashboard should allow you to understand what you're looking at instantly even if sometimes you don't like to see that you've spent a weeks wages on takeaways & the pub, if that's you we get it and we've been there.

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What does the dashboard do?

Your personal dashboard with BudgetBuddie is the one place where you can easily understand your finances and make decisions based on real-time information and insights. As you can see above there are a range of different widgets and insights to us to better understand where your finances stand.

Your dashboard can be fully customised based on what you want to see and do, whether that's simplistic and down to account balances or all the way through to forecasting your cashflow for the next 3 months.

Whenever you make any transaction, make changes to your budget, update your goals or update any other features - your dashboard will be updated to give you a snapshot of the impact from those changes. This is done throgh connecting tp your financial providers here.

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Keeping things simple

Finances can be daunting at the best of times, that's why we made the dashboard nice and easy to understand. Using simplistic metrics and widgets to create the dashboard was at the forefront of our mind when we designed it, we think understanding your dashboard shouldn't take longer than 5 minutes.

We think understanding your dashboard shouldn't take longer than 5 minutes.

We pride ourselves on being simplistic in design but powerful in functionality and that's what we've carried through throughout BudgetBuddie we think the dashboard is the corner stone of that mission.

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Tips & Tricks to get the most out of your dashboard

  1. Checking in - Try to check in on your dashboard a few times a week. Usually at the start, middle and end.
  2. Taking accountability - Even if you don't like what you see, it's important to take accountability for it and improve. Don't be afraid to check your dashboard after a large expense or where you'e overspent compared to your budget.
  3. Setting up a plan - Use the information displayed to set a plan in place, this will show you where you need to make adjustments in other features within BudgetBuddie. Once you've set your plan, check back in a weeks time to track your progress.

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Final words

Thanks for reading, if you have any feedback or questions on what you've seen so far, feel free to get in touch using our contact form or alternatively give us a bell at hello@budgetbuddie.co.nz

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Disclaimer

This blog or any other information provided by BudgetBuddie is not financial advice. If you're needing financial advice please get in touch with a licensed financial advisor or professional.

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