> ## Documentation Index
> Fetch the complete documentation index at: https://help.finerd.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Choose widgets, configure their data, and arrange them on your Dashboard.

<h2 id="configure-widgets">
  Configure widgets
</h2>

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.

<Tabs>
  <Tab title="Web">
    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.

    <Frame caption="Dashboard menu: add widgets or change their order.">
      <img src="https://mintcdn.com/finerdai/OIprfxtJ6cc-sLYD/images/getting-started/dashboard/web-dashboard-menu.png?fit=max&auto=format&n=OIprfxtJ6cc-sLYD&q=85&s=d516a70b7ab02523187daf1722b1f307" alt="Add widget, Reorder." width="320" data-path="images/getting-started/dashboard/web-dashboard-menu.png" />
    </Frame>

    <Frame caption="Example Expenses settings. The preview marked Sample Data uses demonstration data.">
      <img src="https://mintcdn.com/finerdai/OIprfxtJ6cc-sLYD/images/getting-started/dashboard/web-widget-settings.png?fit=max&auto=format&n=OIprfxtJ6cc-sLYD&q=85&s=0e6435dbd9509062b7da89a9d38f8f0b" alt="Expenses widget settings with Group by, Data filters, and Save." width="1280" height="720" data-path="images/getting-started/dashboard/web-widget-settings.png" />
    </Frame>

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

  <Tab title="iOS">
    1. Scroll to the bottom of **Dashboard** and tap **Add widget**.
    2. On **Widget type**, choose the information to display, such as **Expenses**.
    3. For **Expenses**, choose **Category** or **Merchant** under **Group by**. Add **Merchants**, **Tags**, or **Categories** under **Data filters** if needed.
    4. Tap **Save**.

    <div style={{ display: "grid", gridTemplateColumns: "repeat(auto-fit, minmax(min(100%, 240px), 1fr))", gap: "20px", alignItems: "start" }}>
      <Frame caption="Choose a widget type.">
        <img src="https://mintcdn.com/finerdai/OIprfxtJ6cc-sLYD/images/getting-started/dashboard/ios-widget-types.png?fit=max&auto=format&n=OIprfxtJ6cc-sLYD&q=85&s=a4508d8abb515bf541ac9c734496efb1" alt="Choose a widget type." width="400" data-path="images/getting-started/dashboard/ios-widget-types.png" />
      </Frame>

      <Frame caption="Configure grouping and filters.">
        <img src="https://mintcdn.com/finerdai/OIprfxtJ6cc-sLYD/images/getting-started/dashboard/ios-widget-settings.png?fit=max&auto=format&n=OIprfxtJ6cc-sLYD&q=85&s=273926b7cc8cc4d3e231463d9a46ca63" alt="Configure grouping and filters." width="400" data-path="images/getting-started/dashboard/ios-widget-settings.png" />
      </Frame>
    </div>

    To change an existing widget, touch and hold it, then select **Edit widget**. To change the order, select **Reorder** from the same menu, drag the widgets into position, and tap **Done**.
  </Tab>
</Tabs>


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