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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 |
| Review Action Items | Pending tasks from budget review | Stay on top of your financial to-dos |
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
- Review Action Items keeps your budget review tasks front and center so nothing slips through the cracks
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.