Dashboard

Brief

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What is the Dashboard?

The Dashboard is the first page you see after logging in to BreadBudget. It gives you a quick look at your money, reports, and activity without making you open every section of the site one by one.

Because everyone budgets differently, the Dashboard is customizable. You can choose which cards you want to see, what order they appear in, and what time period some cards should use.

Why customize it?

A good dashboard helps you answer the questions you care about most. For example:

• How much income have I had recently?
• How much have I spent this month?
• Which categories are using the most money?
• Am I staying close to my budget?
• How are my stock or crypto holdings doing?

Instead of searching through reports each time, you can add the most useful cards to your Dashboard and check them quickly.

How to set up your Dashboard

To customize your Dashboard, go to the Dashboard page and click the Setup button. From there, you can add, remove, and reorder cards.

When adding a card, you will choose a Chart Type and, for some cards, a Time Frame. The time frame controls how much data the card should look at, such as the current day, week, month, or year.

Common Dashboard cards

• Income Line Chart: Shows income over time.
• Expense Line Chart: Shows expenses over time.
• Income & Expense Chart: Compares income and expenses together.
• Category Charts: Helps you see which spending categories are used most.
• Budget Summary: Shows a quick comparison of income, budget goals, and actual spending.
• Budget Detail: Shows category-level budget progress.
• Stock Summary or Chart: Shows stock tracking information.
• Crypto Summary or Chart: Shows crypto tracking information.

Moving and removing cards

On the Dashboard Setup page, each card has options to move it up, move it down, or delete it. Moving cards lets you put the most important information at the top. Deleting a card only removes it from the Dashboard; it does not delete your transactions, budgets, stocks, crypto, or other saved information.

Tips for a useful Dashboard

• Start with only a few cards so the page stays easy to read.
• Put your most important cards near the top.
• Use monthly cards for normal budgeting and yearly cards for bigger trends.
• If a card is not useful, remove it and try something else.

The Dashboard is meant to give you a quick snapshot, not replace every report in BreadBudget. Use it as your starting point, then open the detailed pages when you want to look deeper.