📊 Dashboard

The Dashboard is your financial overview at a glance. It shows widgets for income, savings, budget health, and more. You can customise the layout — add, remove, and rearrange widgets to match how you like to see your money.

✅ Getting started checklist

Open the checklist from the list icon in the top bar. It walks you through categories, salary, accounts (Open Banking is optional — manual accounts work too), transactions, planning this month, and turning on 2FA. Dismiss it anytime with the X; you can still complete those steps later from the sidebar.

✏️ Editing and drag and drop

Click Edit in the dashboard header to enter edit mode. While editing you can:

• Drag widgets — Grab any widget and drop it into a different section or reorder it within a section
• Drag sections — Use the grip handle on a section header to reorder entire sections
• Add widgets — Open the “Available widgets” tray and either drag a widget onto the dashboard or click the plus icon to add it to the default section
• Remove widgets — Hover over a widget and click the X that appears
• Add sections — Click the plus icon in the header to create a new section
• Rename sections — Click a section title to edit it
• Delete sections — Remove a section (its widgets move to the default section)

When you’re done, click Save to store your layout. Click Cancel to discard changes. Ledgend will prompt you if you try to leave with unsaved changes.

🧩 Widgets

Use the sidebar to explore each widget in detail.