App Navigation
Five sections, a handful of sub-tabs, and one button that creates everything.
Updated
The Five Sections
| Section | What lives there | Sub-tabs |
|---|---|---|
| Home | Your dashboard: a chart, then the widgets you chose. | None |
| Net Worth | Everything you own and owe. | Overview, Holdings |
| Budget | The period you are in, and the plan behind it. | Overview, Income, Bills, Budgets |
| Goals | Savings and payoff targets, plus projections. | Goals, Imagine |
| Reports | The longer view of spending and net worth. | Budget, Net Worth |
Cadence remembers the sub-tab you were last on in each section, so leaving Budget on the Bills tab and coming back later puts you on Bills, not Overview.
Overview and Budgets are two different tabs
Inside the Budget section, Overview answers “how is this period going?” and Budgets is where the budgets themselves live. It is the most common mix-up in the app. See Budget Overview.
On a Phone
- The bottom bar switches between the five sections.
- Swipe left or right to move between sub-tabs within a section.
- Pull down on any list to refresh it from the server. There is no refresh button - the pull is the gesture.
- Long-press a transaction to start selecting several at once.
- Swipe a transaction row sideways for quick actions.
On Desktop
- The left sidebar holds the five sections, each with a letter badge. Pressing that letter jumps straight there.
- Sub-tabs sit along the top of the section as a tab bar.
- Hold ⌘ or Ctrl with a letter to create something without opening the + menu.
The badges in the sidebar are the only in-app reminder of the shortcuts, and there is no overlay to pull up. The full list is in Keyboard Shortcuts.
Finding Settings
Settings opens as a modal over whatever you were doing rather than taking you somewhere. It holds your account, your connected banks, notifications, appearance, currencies, suggestions, insights, security and Data & Privacy.
Two things people look for in Settings are not there: Privacy Mode is the eye button in the app header, and the feature tour is in the profile menu. See Settings for what each section contains.