Dashboard Widgets
Keeping what you use near the top, and hiding what you never open.
Updated
Why Customise
The default layout is a reasonable guess, but everyone’s priorities differ. If you live in your budgets, budget progress should be the first thing you see. If you are focused on a savings goal, the goals widget should be where your eye lands.
Hiding what you never use is the other half of it: the dashboard loads faster and the widgets you do care about move up the page.
Available Widgets
There are thirteen widgets in all, and eleven of them have an on/off switch:
- Recent Activity - your latest transactions across accounts.
- Suggestions - observations and recommendations from Cadence Money.
- Upcoming Activities - scheduled bills and expected income.
- Monthly Budgets - spending pace against your monthly budgets.
- Annual Budgets - progress on your annual budget categories.
- Insights - trends and observations about your money.
- Goals - progress towards your targets.
- Favourite Holdings - the holdings you have starred, each with the same 30-day gain the Holdings tab shows.
- Favourite Net Worth - the net worth items you have starred.
- Monthly Top Spending - your biggest spending categories this month.
- Monthly Cash Flow - how your income splits across bills, budgets and the rest of your spending.
The other two are Needs Review and Reconnect Banks, covered below. The exact set may grow as new features ship, but the customisation experience stays the same.
WorryFree hides two of them
While WorryFree is switched on, Monthly Budgets and Needs Review are hidden whatever the customiser says - a single spending limit gives neither of them anything to report. Switching Monthly Budgets on in the customiser will not bring it back; turning WorryFree off will.
The Two That Appear on Their Own
Needs Review and Reconnect Banks show up only when there is something to act on, and hide themselves the rest of the time. They do appear in the customiser as rows you can drag into position - they are simply the two rows with no on/off switch beside them.
Needs Review collects transactions still waiting on a decision from you - anything missing a budget, missing a category, or a refund you have not linked to an expense yet - and each row says which of those it is.
You cannot switch these two off
That is intentional: both are lists of things only you can resolve, and a hidden one would simply grow. Clearing the list is what makes the widget disappear.
The Chart Is Not a Widget
The net worth and spending trend charts at the top of the dashboard are a fixed element the customiser leaves in place. You can choose which of the two shows by default, but you cannot hide or reorder them. See Chart & Graph Modes.
Hiding or Showing a Widget
- Open the customisation panel with Customise at the bottom of the dashboard.
- Find the widget in the list.
- Toggle it on to display, or off to hide.
- Press Save to apply.
Hidden widgets are never deleted, and nothing behind them is affected. Toggle one back on whenever you like.
Reordering
Inside the customiser, grab the drag handle on each row and move it up or down. It works the same on desktop and mobile.
Reordering is staged along with your other changes. Press Save to apply them, or Cancel to throw them away. Once saved, the order applies the next time you open the app on any device.
Reset to Default is not an undo
The third button, Reset to Default, replaces the staged list with Cadence Money’s own default arrangement. It does not restore the layout you had saved before you started editing - if that is what you want, use Cancel. Nothing is written either way until you press Save.
Mobile vs Desktop Layout
Some widgets are wider than others. On desktop, Cadence Money places smaller widgets side by side to use the space. On mobile, everything stacks into a single column.
You do not manage two layouts. The order you choose carries across and the responsive layout is handled for you.
These are the in-app widgets. The ones on your phone’s home screen are separate - see Home-Screen Widgets.