Dashboard Widgets
How to customize your Forbidden Finance dashboard with drag-and-drop widgets, including layout options for mobile and desktop.
Overview
Your Forbidden Finance dashboard is fully customizable. Widgets give you at-a-glance summaries of the financial data that matters most to you: budget progress, upcoming bills, net worth, goal tracking, account balances, and more. You can rearrange, hide, and show widgets to create a dashboard layout that fits how you use the app.
You set up one layout, and it follows your account to every device. Your phone, tablet, and the web all show the same widgets in the same order, each rendered to fit its screen.
Available Widgets
| Widget | What It Shows | Plan |
|---|---|---|
| Net Worth | Your current net worth with a trend chart. | Starter+ |
| Cash Flow | This month's income, expenses, and net. | All |
| Private Budget | Your active budget's spending vs. allocation for the current month. | All |
| Goals | Progress bars for your active savings goals. | All |
| Recent Transactions | Your most recent transactions across all accounts. | All |
| Upcoming Bills | The next 7 days of expected recurring charges. | All |
| Spending by Category | A breakdown of this month's spending by category. | All |
| To Review | Transactions waiting for your category confirmation. | All |
| Budget Health | What's left to spend per day, and whether you're on pace. | All |
| Due This Week | The total amount and count of bills due in the next 7 days. | All |
| Spending vs Last Month | This month's spending compared to last month. | All |
| Savings Rate | The percentage of your income saved this month. | All |
| Subscriptions | Your estimated monthly subscription spend. | Starter+ |
| Monthly Net Worth | How your net worth moved this month, with a sparkline. | Starter+ |
| Cash Flow Forecast | A snapshot of your projected balance over the coming weeks. | Starter+ |
| Assets & Liabilities | Real estate, vehicles, and holdings at a glance. | Pro+ |
| Investments | Your top holdings and today's change. | Pro+ |
| Allocation | How your portfolio splits across asset classes. | Pro+ |
| Debt Payoff Progress | Principal paid down and remaining debt count. | Pro+ |
| Cost of Debt | Interest paid this year and your estimated monthly cost. | Pro+ |
Not all widgets are available on every plan. Widgets tied to a higher plan show a locked preview with an upgrade option instead of your data.
How to Customize Your Dashboard
Entering Edit Mode
Open the dashboard
Navigate to the home screen of Forbidden Finance.
Enter edit mode
Tap the Edit button (pencil icon) in the top corner of the dashboard. The widgets begin to wobble slightly, indicating they are movable.
Rearranging Widgets
Press and hold a widget
Touch and hold any widget until it lifts from the grid.
Drag to a new position
Move the widget to your desired position on the dashboard. Other widgets shift to make room.
Release
Drop the widget in its new position. The layout updates immediately.
Hiding and Showing Widgets
In edit mode, tap the visibility toggle
Each widget shows a visibility icon (eye) in edit mode. Tap it to hide the widget. Hidden widgets disappear from the dashboard but can be restored later.
Restore a hidden widget
While in edit mode, tap Add Widget or scroll to the hidden widgets section at the bottom. Tap any hidden widget to restore it to the dashboard.
Saving Your Layout
When you are done making changes, tap Done or the checkmark icon to exit edit mode. Your layout is saved automatically and syncs across your devices.
One Layout, Every Device
You have one dashboard layout, and it follows your account everywhere. Rearrange your widgets on the web and your phone shows the same order the next time you open it; hide a widget on your phone and it is hidden on your desktop too.
Each screen still renders that layout in the way that fits it best:
- On phones, widgets stack vertically in a single column, in your chosen order, optimized for scrolling.
- On desktop and wide screens, the same widgets flow into a multi-column grid, taking advantage of the space.
So the order you set is the order you get, everywhere. Only the shape of the grid changes with the screen. Update the app on your phone to the latest version to get shared layouts there.
Reset to Default
If you want to start over with the original widget layout:
Enter edit mode
Tap the Edit button on the dashboard.
Tap Reset
Tap Reset to Default (usually in a menu or at the bottom of the edit screen). Confirm the reset.
Done
The dashboard returns to its original layout with all widgets visible in their default positions.
Tips
Frequently Asked Questions
Does my widget layout sync across devices?
Yes. You have one layout on your account, and every device follows it: phones, tablets, and the web. Each screen renders it in its own grid, but the order and visibility are the same everywhere.
Can I add the same widget twice?
No. Each widget type can appear only once on the dashboard. If you need a wider view of a specific data set, tap the widget to open its full-screen detail view.
Why is a widget missing from my options?
Some widgets are tied to specific features and plan tiers. For example, net worth is part of Starter and up, so on Free the Net Worth widget shows a locked preview instead of your data. The Upcoming Bills widget requires at least one active recurring rule.
Will resetting to default delete my data?
No. Resetting only affects widget arrangement and visibility. Your financial data, accounts, budgets, and goals are completely unaffected.
Related Articles
Explore the Dashboard
Learn what each part of the dashboard does.Budgeting Overview
The Budget Progress widget connects to your budget.Upcoming Bills
See your bill calendar widget in context.Appearance Settings
Theme and visual effect options.Home-Screen Widgets
Widgets that live on your phone's home screen, outside the app.Need more help? Email us at [email protected] and we will get back to you.