Dashboards: Templates
Easily add preconfigured dashboards using our dashboard templates ✨
In this article
Dashboard templates
Templates provide a handy base for further customising your Dashboard and quickly letting you see how capable the Dashboard is:

Read on for an overview of each of these options.
Blank dashboard
Start fresh and customise to your liking with the Blank dashboard option:

Duplicate an existing dashboard
If you have some favourite widgets already set up, you can duplicate a Dashboard to create a copy and tweak it while keeping the original Dashboard intact:

Default dashboard

Mobile dashboard
It's now possible to make a Dashboard with a single column of widgets, and when viewed in a browser on your mobile device, this will be zoomed perfectly to fit. 🙌
- Head to the Dashboard on the PocketSmith web app, click +Add new dashboard and select 'Mobile dashboard'. Note, this will be easiest on a desktop or laptop computer
-
Add any column widgets as a single column of widgets:

- Log into the web app on your phone's mobile browser (Chrome, Safari, etc.) and make sure to check the "remember me" checkbox when logging in
- Navigate to your newly created Dashboard
- Use the “Add to Home screen” functionality on your mobile to add a direct link to the relevant Dashboard on your home screen for easy access
-
Tap the home screen link and view the Dashboard you've designed!

Last 30 Days

Control Spending

Debt Overview

Credit Card Overview

Transaction Statistics

World Clock


