Dashboards: An introduction

PocketSmith's Dashboard is fully customisable, allowing you to configure multiple individual Dashboards for a comprehensive view of your finances in a way that matters to you! 🧑‍🎨📈🍩

The Dashboard is the hub of your PocketSmith. Bringing together insights that are important to you, the Dashboard allows you to view your key financial information in one place!

Dashboards included in each subscription tier

Depending on your chosen subscription, you will have access to a certain number of customisable Dashboards, as detailed below:

Free - up to two Dashboards

Foundation - up to six Dashboards

Flourish - up to eighteen Dashboards

Fortune - unlimited Dashboards

You can read more about our plans and pricing here: PocketSmith plans

And changing your subscription here: Your PocketSmith subscription plan

Ways to use Dashboards

There's something for everyone with PocketSmith's fully customisable Dashboard! You can create multiple dashboards to reflect different aspects of your finances.

For example, you may have one to monitor your everyday spending, another to track your progress towards being mortgage-free, and one to track your investment or retirement funds.

Other great uses are for keeping track of personal and joint earning and spending, or perhaps separating personal and business earning and spending.

For more ideas on ways to use the Dashboard, check out our blog:

Introducing customisable Dashboards

My Five Favorite PocketSmith Dashboard Widgets

Dashboards: How to

For the ins and outs of setting up and editing your Dashboards, please see: Dashboards: How to

Widgets

For a closer look at each of our widgets and how you can customise their configurations, you can check out an overview here: Dashboards: Widgets

Dashboard FAQ

Have a look at our Dashboard FAQ guide to help answer common questions you might have regarding your customisable Dashboard: Dashboard FAQ