Overview

The Simplifi Dashboard is a convenient overview of your finances. The Dashboard has 7 default tiles that give you a quick snapshot of your finances, and act as a shortcut to different areas and Reports. The default tiles consist of the following:

  1. Spending Plan

  2. What You've Spent (in the last few days)

  3. Upcoming

  4. Top Spending Categories (in the last 30 Days)

  5. Spending By Month (over the last 6 months)

  6. Spending Watchlists

  7. Income by Month (over the last 6 months)

Each of these tiles can be moved around to your liking, too! Just click, drag, and drop each tile until you find your favorite layout!

To use tiles as a shortcut, simply click the tile you'd like to get more details on!

If you'd like to reset your Dashboard view to the original layout, you can do so by selecting your profile icon at the bottom left corner and then selecting Reset Dashboard Layout.

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