Dashboards
Dashboard overview
Dashboards: An introduction
PocketSmith's Dashboard is fully customisable, allowing you to configure multiple individual Dashboards for a comprehensive view of your finances in a way that matters to you! 🧑🎨📈🍩
Dashboards: How to guide
If you are looking for the steps on adding, customising and configuring your overall Dashboard, this is the guide for you 🙌
Dashboards: Templates
Easily add preconfigured dashboards using our dashboard templates ✨
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 🙌
Dashboards: Troubleshooting
Find answers to frequently asked questions related to the Dashboard here 🤔 🔭
Using the legacy Dashboard
A quick overview of the legacy Dashboard.
Dashboard widgets
Accounts list widget
The Accounts list displays a list view of your accounts balance, and the accumulative total balance. Choose to include all accounts, selected account types, or selected accounts.
Budget widget
Use the Budget widget to keep track of your current budgets at a glance 👀
Bill reminder widget
Keep an eye on any overdue, paid, or upcoming bills with the Bill reminder widget 📅 ✅
Balance graph widget
The Balance graph widget shows your total account balances over time, enabling you to see your overall forecast balance and compare your past actual balances with your historic forecast balances 📈
Balance alert widget
Keep an eye on your account balances and be alerted when they reach or exceed a chosen balance amount 🔔
Earning and spending widget
The Earning and spending widget shows all of your earnings and spending over a selected date range. It offers high levels of customisation so you can tailor the widget to your preference!
Category sankey widget
The Category sankey widget offers a visual representation of how your money flows, showing where your money comes from and how it is then split into your categories and sub-categories 🙌
Number unconfirmed widget
This widget shows the number of unconfirmed transactions.
Number uncategorised widget
Use the Number Uncategorised widget to easily keep an eye on any new transactions that need to be categorised ✅
Notes widget
For any memos, thoughts, or reminders you might like to jot down, you can utilise our Notes Dashboard widget 📝
Net worth column widget
View a handy breakdown of your overall Net Worth from the Dashboard with the Net Worth column widget 🙌
Net worth banner widget
See the movements of your overall Net Worth month by month with the Net Worth banner widget.
Transactions column widget
The Transactions column widget shows the total sum of transactions over a selected date range as a column chart, similar to the Transactions histogram 📊
Total balance widget
Use the Total balance widget to keep an eye on your balances at different intervals 🗓️
Time and date widget
You can add the Time and date widget to your customisable Dashboard 🕰️
Saved search widget
Keep an eye on recent transactions from any selected saved search with the Saved search widget 🔎
Feeds widget
The Feeds widget allows you to see the status of your syncing feeds at a glance.