Dashboard Customisation
Overview
Your dashboard shows six cards: Recurring Bills, Savings Goals, Projects, Contributions, Dependent Spending, and Quick Stats. You can hide cards you do not use, reorder them to prioritise what matters most, and reset to defaults at any time.
Open the customiser
Click the gear icon
In the top-right corner of the dashboard, click the small gear icon (Settings2). This opens the customisation panel — a dropdown listing all six dashboard cards with toggle switches and drag handles.
Toggle cards on and off
Flip the switches
Each card has a toggle switch. Turn it off to hide the card from your dashboard. Turn it back on to bring it back. Hidden cards are not deleted — they are simply not displayed.
Reorder cards
Drag to rearrange
Grab the drag handle (the grip dots on the left) and drag a card up or down to change its position on the dashboard. The card order is saved per user, so your partner can have a different layout to yours.
Reset to defaults
Click Reset
If you want to start fresh, click the Reset button at the top of the customiser panel. This restores all six cards in their original order with everything visible.
Your dashboard layout is stored in your browser's local storage, so it persists across sessions. If you clear your browser data or use a different device, the layout resets to defaults.
What's next?
- Getting Started — learn about the dashboard and other core features
- Recurring Bills — understand the recurring bills card
- Savings Goals — learn about the savings goals card
Related Guides
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