Dashboards: FAQ

Find answers to frequently asked questions related to the Dashboard here 🤔 🔭

Why are some categories missing from the Earning and Spending widget?

This may be because the missing category has been set up as a transfer category or because the transactions themselves are marked as transfers.

Check the Earning and Spending widget's individual settings to see if transfers have been included here. Please see: Configuring individual widget settings

Why is one of my expense categories showing as income (or vice versa)?

If one of your expense categories is showing in the income section of the Earning and Spending widget, it’s likely that the category type for this category has been set incorrectly.

To check, head to the Categories (Manage > Categories) page and edit the category type to be the best fit.

If the category type is the correct fit, it might be that the widget has had a greater sum of income transactions than expense transactions assigned to it, despite being an expense category, or vice versa. Click on the category segment to view the transactions included.

Why are some of my budgets not showing in the Budget widget?

This section of the Dashboard shows all of your budgets that have at least one transaction assigned to them during that budget's current budget period.

The period associated with each budget is dependent on the repeat frequency assigned when creating the budget. Hovering over a category's budget bar on the Budget page will show the period set for that particular budget and how many days are remaining.

Why isn't my budget showing in the Bill reminder widget?

If a budget that you'd expect to see in the Bill reminder widget is not showing, it may be that the category is not set up as a bill category. To learn about bill categories, including how to set a category as a bill category, please see: Bill and scheduled income categories

Why is my Bill reminder widget showing as overdue when I have already paid?

Please see: Bill reminders - paid bill showing as overdue

Why is certain data not showing?

Sometimes your data might appear missing, but it may just be that the widgets aren't configured to include the information you are looking for.

If you have already configured your widgets to show only selected categories or accounts, more recently added categories or accounts will not show by default. Check the individual widget settings to see if you need to add these!

Please see: Configuring individual widget settings

How can I compare or separate different data?

The customizable Dashboard is the perfect way to compare or separate different information you might be interested in focusing on. For example, you can compare last year's spending to this year's or separate personal finances from business or joint accounts by using separate Earning and spending widgets, configuring each to reflect the relevant date range, or relevant set of accounts.

For more information on this, please see: Comparing reports using the Earning and spending widget

You can also create saved reports on the Income & Expense Report (Reports > Income & Expense), which may be useful here!

Can I choose to view only certain account balances together?

To view select account balances together, for example, to separate your regular bank accounts from your investment or credit card accounts, you can create and customise multiple versions of the Accounts list widget to include only the relevant sets of accounts.

See Accounts list widget for more on using this widget.

Can I hide an account or specific category from a Dashboard widget?

To hide an account or category from a specific widget, you can check the individual widget configuration options.

For more information on this, please see: Configuring individual widget settings