Dashboard
The home screen: what is left to spend, what needs a look, and the shortcuts into Christmas, yearly costs and the weekly check-in.
Where to find it
Sidebar: Dashboard. Phone bottom bar: Dashboard. The address is #/home.
The menu label is Dashboard. The page greets you with the time of day in New Zealand, then the period you are looking at. That is the home screen.
The cards are the working surface. The usual set includes cash flow, safe to spend, and left to spend, plus needs attention. Safe to spend runs to your next pay day. Needs attention is a set of tiles. Each tile opens the thing to fix. You can fold cards away. Edit dashboard (the grip button in the toolbar) lets you move, resize or hide panels. Done saves that layout on this device only. Reset to default puts the usual order back. It does not change the household’s numbers.
Above those cards, when they apply, you will see:
- Christmas, with Start a Christmas plan or the pace of the plan you already have.
- Yearly costs, with Start a yearly costs plan or the set-aside still to come.
- Own money, once those jars exist, or Set up own money.
- January bills, from November through January.
- Weekly check-in, when this week’s review is waiting.
If transactions are a few days old and a live feed is not on, a note offers Import new statements. Follow that. Do not treat it as a promise that Connect your bank is available.
What this does not do
Editing the dashboard rearranges cards on this phone or this computer. It does not change your partner’s layout, and it does not move money.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.