Customizing the dashboard

Rearrange the dashboard to your liking.

  1. From the menu, select Dashboard.
  2. Choose an option.
    • Scroll to the bottom of your screen and select Organize dashboard.
    • Select Ellipses icon on one of the dashboard sections, and then select Organize dashboard.
    Note: For better performance, end users with more than 20 accounts do not see any option to put a Transactions section on their dashboards. End users with more than 20 accounts can still see all their transactions from the account Details screen. Only the total number of accounts and not the total number of transactions affects the threshold for using this dashboard section. An end user can remove accounts that count toward the threshold total by using the toggle at Settings > [Account Name] > Show in app.
  3. There are several actions you can take to customize the cards on the dashboard.
    Actions Steps
    Remove a card. Select X symbol on the card you want to remove.
    Add a card.
    1. Select Add a card.
    2. Scroll to the card you want to add and select Add.
    Move a card.
    1. Touch and hold the title of a card.
    2. Slide your finger to reposition the card.
    Note: The Accountscard is pinned to the top of the dashboard and cannot be moved.
Parent topic: Dashboard