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Configure widgets

Choose the information you want to see on Dashboard, such as account balances, expenses, income, or recent transactions. Available settings depend on the widget type.
  1. Open the ⋮ menu in the top-right corner of Dashboard and select Add widget.
  2. Choose a widget type, such as Expenses, Income, Money balances, or Transactions.
  3. Configure the data to display. For example, Expenses offers Category or Merchant under Group by, and Data filters for merchants, tags, or categories.
  4. Select Save to add the widget.
Add widget, Reorder.

Dashboard menu: add widgets or change their order.

Expenses widget settings with Group by, Data filters, and Save.

Example Expenses settings. The preview marked Sample Data uses demonstration data.

To change the order, open the dashboard’s ⋮ menu and select Reorder. Drag widgets into position, then select Done.