Dashboard tab
The Dashboard gives you an overview of your finances on the move.
From your Dashboard, you can get information on your net worth, top accounts, categorisation progress, and a summary of your budget tracking at a glance! You can click on the different widgets to access more information about your finances.
Dashboard widgets
- Current date
- Net Worth
- Your balances
- Your bank feeds
- Spending breakdown
- Uncategorized transactions
- Top Accounts
- Budget Summary
- Your favorite budgets
- Transactions confirming
- Attachment Inbox
Turning widgets on or off
Tap Edit from the Dashboard if you want to change or rearrange your widgets:
You can read more on the mobile apps in our overview here: Mobile: Overview of PocketSmith mobile apps.