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Tier Availability
Essential & PremiumYour Dashboard
The dashboard is your financial command center. When you open Purpose Budget, the dashboard gives you an at-a-glance view of your financial health through customizable widgets. See what matters most to you without navigating away from the main screen.
Available Widgets
| Widget | What It Shows | Why It's Useful |
|---|---|---|
| Budget Alerts | Categories approaching or exceeding their budget | Catch overspending before it becomes a problem |
| Budget Health | Overall budget status with key metrics | Quick health check of your entire budget |
| Cash Flow | Income vs. expenses over time | Understand your money flow patterns |
| Monthly Spending Trend | Spending totals by month | Spot seasonal patterns and long-term trends |
| Net Worth Trend | Historical net worth chart | Track your overall financial progress |
| Top Accounts | Your largest account balances | Quick view of where your money sits |
| Top Spending | Highest spending categories this period | Identify your biggest expense areas |
| Upcoming Bills | Next recurring payments due | Never miss a bill payment |
Customizing Your Dashboard
Showing and Hiding Widgets
- Click the settings icon on the dashboard to open the widget configuration panel
- Toggle widgets on or off based on what you want to see
- Hidden widgets aren't deleted - they're just not displayed. You can bring them back anytime.
Reordering Widgets
- Drag and drop widgets to rearrange your dashboard layout
- Put your most-used widgets at the top for quick access
- Your organization persists across sessions
Resizing Widgets
- Widgets support small, medium, and large sizes
- Larger sizes show more detail and data points
- Smaller sizes are more compact for a high-level overview
Getting started: Start with all widgets visible, then hide the ones you don't check regularly. Most users settle on 4-6 active widgets that match their financial priorities.
Widget Tips
- Net Worth Trend is most useful after a month of data - it needs history to draw a meaningful chart
- Budget Alerts is recommended for everyone. It catches overspending problems early before they snowball.
- Upcoming Bills pairs well with the Recurring Bills feature for complete bill management
Build Your Financial Command Center
Customize your dashboard to show the insights that matter most to you. A well-configured dashboard keeps you informed and on track without extra effort.