Build your own dashboard: 5 widget recipes

On the dashboard, hit "Add widget". Pick a type, and a live preview at the top shows exactly what you'll get as you configure it — name, color, size, and the options for that type. Save, and it lands at the bottom of your grid, ready to drag wherever you like.

Nothing here is a commitment: widgets read your existing data, so deleting one never deletes a transaction. Experiment freely.

Everyone has one category that quietly runs away — eating out, coffee, impulse shopping. Give it its own tile so it can't hide:

• Add widget → type "Category"
• Select your weak-spot category (or several related ones)
• Set a monthly target — the amount you'd *like* to stay under
• Set "Compare to" to last month

You get a tile with the running total, a progress bar that turns red past your target, and an arrow telling you whether you're doing better or worse than last month.

A single month can lie; six months rarely do. The Trend widget draws a mini bar chart of monthly spend:

• Add widget → type "Trend"
• Pick 6 months (or 3 for a quick view, 12 for the full year)
• Choose categories — or leave blank to chart all spending
• Optionally set a target: it appears as a dashed line to stay under

Categories tell you *what kind* of spending; merchants tell you *who gets the money*. This one is regularly the most surprising tile on the board:

• Add widget → type "Merchants"
• Leave categories blank to rank everything
• Pick the "Large" size to see your top 8 instead of 4

First add your accounts in Settings — checking, savings, cash, even a credit card — each with its current balance. Then:

• Add widget → type "Accounts"
• That's it — the tile totals every balance and lists them
• Negative balances (debt) show in red and reduce the total honestly

Balances are yours to maintain — a quick monthly update keeps this tile truthful.

When a whole dashboard feels like too much, pick a single figure and make it a tile:

• Add widget → type "Metric"
• Choose the figure — "Safe to spend / day" and "Net (in − out)" are the two most people pick
• Choose the "Small" size and drag it to the top

• Start with one or two widgets. A dashboard you actually read beats a wall of numbers.
• Targets are per month — in the year view they scale ×12 automatically.
• In the month picker, everything on the dashboard follows the month you select — widgets included.