Getting to know your dashboard widgets

Scroll down and you'll find your most-used account, a quick snapshot of your income and spending, an AI-generated summary, a currency calculator, your recent transactions, your debts and recurring bills, and a look at…

1 minUpdated Sep 2026

Scroll down and you'll find your most-used account, a quick snapshot of your income and spending, an AI-generated summary, a currency calculator, your recent transactions, your debts and recurring bills, and a look at where your spending is concentrated by category. A few of the deeper insight widgets are part of the Pro plan — if you're on Basic, you'll still get the essentials, just a slightly simpler view.

Was this guide helpful?

Next in this topic

← All guides in this topic