Web Dashboard

Customising your Dashboard

 

1. Place the panels

There are seven panels available in your Dashboard, and the position of these can be changed by clicking and dragging the title of each panel.

 

2. Customise your Outgoings by group view

This view shows a summary of your outgoings by group.

Clicking on any section, or section title, gives you a summary by tag for that Group.

The 'other' section is slightly different. If any Group total is less than 5% of your total outgoings, they are grouped together under the 'other' section. Viewing this section you will see both Group and Tag level figures.

 

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Clicking on the cog at the top right of the 'Outgoing by Group' panel (opens the Tag screen).

The time period used to display the chart can be changed by clicking on the second, top right cog)  - Select the period/month/date - 'Done'.

 

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3. Balance History

Balance trends allow you to compare your balance to the last calendar month. You can select to view All, Current only or Credit Card only.

 

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4. Outgoings by tag view

This view allows you to track 3 tags over a period of 3-12 months. Clicking on the Cog at the top right of the panel allows you to choose the tags to view and the time period to view them over.

 

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5. Customise your Transactions view

The Transactions panel show you an overview of your recent transactions. You can choose to view the last 7 days, all untagged transactions, or all transactions since you last logged in ('Settings' - top right corner - third from the left cog). You can also view full Transaction list by clicking top right cog - 'Go to Transactions'.

 

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6. Planner

This view uses information from your future planner to give a list of predicted upcoming transactions. To access Planner graph and edit/add new predictions click top right cog - 'Go to Planner'.

 

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7. Budgets

The Budget panel displays all customised budgets and highlights when the budget is over the set amount. To create/edit/review historic budgets click top right cog - 'Go to Budgets'.

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