Smart Widgets
The dashboard is not a fixed report you are given. It is a grid of panels you choose, drag and resize until the page answers the questions you actually ask.
How it works
- 01
Add from a catalogue that shows the thing
Each card renders the widget it will create, at reduced scale, against representative data. You see a bar chart rather than reading about one.
- 02
Move it where you want it
Drag the body, resize from any corner or edge, and the grid shows itself while you drag. There is a full keyboard path: tab to a widget, space to lift, arrows to move, space to drop.
- 03
It inherits the page's filter
Change the period or the currency at the top and every widget follows, unless you have overridden one deliberately.
Four panels, and what their colour means
Income is green, expenses red, net balance the brand blue. The colour carries the meaning rather than distinguishing one series from the next.
- Widget templates
- Drag, drop and resize
- Full keyboard control
What each plan gets
| Capability | Basic | Premium |
|---|---|---|
| Widget templates | 6 | 11 |
| Drag, drop and resize | Included | Included |
| Full keyboard control | Included | Included |
| Widgets per dashboard | Unlimited | Unlimited |
| Rollup across dashboards | Not included | Included |
The rest of the book
AI Powered
Hand it a receipt or an invoice and it fills itself in, ready for you to confirm.
Read more about AI PoweredSmart Insights
Alerts and summaries that reach you where you already are, on a schedule you set once.
Read more about Smart InsightsMultiple Dashboards
Keep a client, a side project and the household in separate books that never leak into each other.
Read more about Multiple Dashboards
Your books, kept privately.
No bank connection, ever. Premium is free for seven days when you want it.