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  2. Dashboard: general info

Dashboard: general info

 Dashboard is the central hub for gaining valuable insights into your financial wealth. 



Accounts & wealth overview

At the top of the Dashboard, you'll see all your accounts displayed alongside the "Your wealth" card, which summarizes your overall financial position. Tap on any card for detailed information. 

Clicking on the "Your Wealth" card takes you to a comprehensive screen listing all your accounts, where you can rearrange their order using a simple drag-and-drop feature.

  • Widgets section


  • Tailor your Dashboard to fit your needs with the widgets section. Use the "Edit" and then "Add" buttons to select the widgets you want to see daily and organize them effortlessly with drag-and-drop functionality. Create a personalized Dashboard that works just for you!
The Dashboard is designed to provide clarity and control over your financial journey, putting essential information and customization at your fingertips.

Want to understand what a specific widget displays? Each widget has a dedicated page that explains its purpose, the data it shows, and how it can help you manage your finances more effectively.

[50/30/20 Budget Widget]

[Goals Widget]

[Top Income/Expense categories Widget]