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Dashboard

The Dashboard shows a consolidated view of your financial accounts and other information, in addition to your messages.

Select ellipses symbol for card customization settings.

The ellipses on a dashboard card that can be selected in order to adjust the card's appearance on the dashboard. Dashboard cards are rectangular sections of the dashboard that show a certain type of information.

Customizing the dashboard
Rearrange the dashboard to your liking.
Geezeo spending analyzer
End users can view the Spending by category section on the dashboard, where they can view their spending information from Geezeo.

Parent topic: Mobile

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