Build a dashboard that shows what you care about

Your dashboard is the first thing you see in Worthberry, so it should answer the questions you actually ask. It starts with a sensible layout, and everything on it can be swapped, resized or removed.

Change what's on it

1. On Dashboard, press Customise.
2. Press Add a visual and pick from the list: net worth over time, spending by category, cash flow, upcoming bills, budgets, goals and more.
3. Open a visual's settings to choose what it shows and its Size. Visuals in the same row line up at the same height.
4. Drag a visual by its title to move it (or use its arrows), and remove any you don't need. Changes save as you go.
5. Press Done.

Keep more than one

A single dashboard gets crowded. Press New dashboard next to your dashboard's name to start another, from a blank page or a template. Some ideas:

• This fortnight: budgets, upcoming bills and spending since payday.
• The long game: net worth, retirement savings, investments and your goals.
• The house: your property, home loan and deposit goal side by side.

Change the time range

The buttons above your visuals switch the whole dashboard between one week, one month, three months and longer. Use View at the top of the app to look at everything, or just some accounts.