Home Screen
On the Cashboard home screen, you will find widgets that make up a dashboard with indicators based on the records made on the Transactions screen.
They are:
Current Month: The first widget on the list, where your total earnings, expenses, and balance for the month are displayed. Through this widget, you can access the Transactions Screen on the mobile Cashboard.
Due Dates of the Month: Shows your due dates for the month. If you are a subscriber of Cashboard Gold, you can set alerts for a specific time of day when you want to complete a transaction that is due.
Monthly Expenses: Displays the ranking by category of your expenses for the month in either percentage or absolute values.
Installments: Displays the current status of all your installment transactions, such as loans, payment plans, financing, etc.
Customization of the Home Screen:
When applicable, the widgets show a menu with their respective customization options, and the option "Organize Widgets," which will present a modal for customizing the Home Screen.
You can enable or disable widgets if they do not apply to your organization model. You can also change the order in which the widgets are displayed by dragging and dropping the list items in the desired order.