Build your dashboard

Arrange the Reports tab from saved cards so the numbers you check often are one tap away.

A card is a saved report: a type, a period, filters, and a grouping, kept together under a name you choose. The dashboard is the cards you keep.

Steps

To add a card, follow these steps:

  1. Open the Reports tab.
  2. Tap Add Card.
  3. Choose a Card type: Net Worth, Cash Flow, Spending, Spending Comparison, or Spending Calendar.
  4. Give it a Name that says what it answers.
  5. Set the Period.
  6. Set Filters and Group by if the card needs them.
  7. Tap Save.

The card appears on the dashboard showing live numbers.

Editing and reordering

Tap Edit to change a card, or to drag cards into the order you want and remove ones you no longer read.

Put the card you check most at the top. A dashboard you scroll is a dashboard you stop reading.

Cards worth having

A useful starting set:

CardWhy
Cash Flow, last 6 monthsWhether you are living within your income at all
Spending this month, grouped by categoryWhere this month is going while you can still change it
Net Worth, last 12 monthsThe long line that the monthly noise hides
Spending ComparisonWhether this month is unusual, and in which categories

Notes

A card can carry a Note, and the dashboard itself can too. Use it to record what a card is for, or what you decided last time you read it.

Next steps