← Back to Guide
Dashboard & Widgets
Customize your dashboard with widgets, presets, and real-time financial insights.
4 videos
1
Understanding dashboard widgets
Learn about the available widgets: expenses, income, cash flow, profit, and balance cards.
Watch Video
3:00
Step 1
2
Adding and removing widgets
Drag and drop widgets to build your ideal dashboard layout.
Watch Video
2:30
Step 2
3
Saving dashboard presets
Save multiple dashboard layouts and switch between them with one click.
Watch Video
2:00
Step 3
4
Filtering by date range
Use the date picker to view financial data for specific time periods.
Watch Video
1:45
Step 4