Dashboards: Widgets

We've built a whole range of widgets that you can add to your custom Dashboards for a comprehensive view of your finances 🙌


Each widget can be added multiple times with separate configurations. Everything is customisable, allowing you to arrange and manage your Dashboard(s) to best suit your needs 🤩.

Adding new widgets

For the steps on adding new widgets, please see: Editing the Dashboard

Configuring individual widget settings

You will notice that different widgets have different settings available for you to configure. For a further breakdown of the settings available for each widget, you can check out their specific Learn Centre page by following the links in the next section of this guide.

We recommend having a play to customise your widgets to best reflect the information you would like to focus on.

  1. To see the current settings for a widget, hover over the cog in the top right of the widget

  2. To change a widget's settings, click EDIT WIDGET



  3. Once you have adjusted the options, click SAVE



Available widgets

For a closer look at each of our widgets and their settings, check out the links below:

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