Dashboards¶

Create and manage multiple dashboard views tailored to different analysis needs.

Overview¶

Dashboards let you organize widgets into named views. Each dashboard can have its own:

View mode: Month or year perspective
Filters: Scope all widgets to specific buckets, accounts, or merchants
Layout: Which widgets to show and in what order

Creating Dashboards¶

Click the dashboard selector in the navigation bar
Click "New Dashboard"
Enter a name and optional description
Choose default view mode (month/year)
Optionally set dashboard-level filters

Dashboard Actions¶

Clone¶

Duplicate an existing dashboard to use as a starting point. The clone includes all widget configurations.

Set Default¶

Choose which dashboard loads when you visit the homepage. Only one dashboard can be the default.

Delete¶

Remove a dashboard and all its widgets. You cannot delete the last remaining dashboard.

Dashboard Filters¶

Apply filters at the dashboard level to scope all widgets:

Filter	Effect
Bucket	Only show transactions in selected categories
Account	Only show transactions from selected accounts
Merchant	Only show transactions from selected merchants

Widgets can override dashboard filters with their own filter settings.

View Modes¶

Month View¶

Current month's transactions
Daily patterns and burn rate
Budget progress for the month

Year View¶

Full year overview
Monthly trend comparisons
Annual budget tracking

The view mode is saved per-dashboard, so you can have a "Monthly Overview" and a "Yearly Trends" dashboard.

Each dashboard has its own set of widgets. See Analytics for available widget types.

Customizing Widgets¶

Go to Dashboard → Configure
Toggle widget visibility
Drag to reorder
Click a widget to edit its filters

Each widget can have its own filters that override dashboard defaults:

Dashboard filter: bucket = ["groceries", "dining"]
Widget filter:    bucket = ["groceries"]
Result:           Widget shows only groceries

If a widget has no filter set, it inherits the dashboard filter.

Example Dashboards¶

Monthly Overview (Default)¶

Standard view for day-to-day tracking:

Summary widget
Daily burn rate
Budget progress
Recent transactions
Top merchants

Credit Card Focus¶

Track credit card spending:

Filter: account = ["amex", "visa"]
Widgets: spending chart, budget progress, credit cards

Year-End Review¶

Annual summary:

View mode: year
Sankey chart (income flow)
Treemap (spending breakdown)
Month-over-month trends

Vacation Tracking¶

Trip expense tracking:

Filter: occasion = ["vacation-2025"]
Widgets: summary, top merchants, spending chart