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 catalog 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, each with its label and its color
Income is green, expenses red and net balance the brand blue. Every panel names what it shows, so the color reinforces the label rather than carrying the meaning on its own.
- Widget templates
- Drag, drop and resize
- Full keyboard control
What each plan gets
| Capability | Basic | Premium |
|---|---|---|
| Widget templates | Every template | Every template |
| Drag, drop and resize | Included | Included |
| Full keyboard control | Included | Included |
| Widgets per dashboard | Unlimited | Unlimited |
The rest of the book
Parsing
Hand it a receipt or an invoice and it fills itself in, ready for you to confirm.
Read more about ParsingSmart Insights
Insights 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.
Name your first book and record an entry in under a minute. Premium is free for seven days when you want it.