Explore the Dashboard
A walkthrough of the Forbidden Finance dashboard, including widgets, privacy mode, customization, and pull-to-refresh.
Overview
The dashboard is your home screen in Forbidden Finance. It gives you a snapshot of your financial life at a glance: your net worth, budget progress, recent transactions, and upcoming bills, all in one place. You can customize the layout, hide sensitive amounts with privacy mode, and refresh your data with a pull-down gesture.
Every widget on the dashboard is designed to surface the most important information without requiring you to navigate deeper into the app.
Dashboard Widgets
Your dashboard is built from cards. Each one can be moved, hidden or shown in edit mode. Cards that need a higher plan show a lock with the plan name.
| Card | What it shows | Plan |
|---|---|---|
| Getting Started | Your setup checklist. Pinned to the top until you dismiss it with its own X. | Every plan |
| Net Worth | Your net worth with its chart, Total, Liquid and Investable views, and the projection. | Starter and up |
| Cash Flow | This period's income, expenses and net. | Every plan |
| Private Budget and Shared Budget | Progress on your own budget and on any budget shared with you. | Every plan |
| Shared with me | Accounts a household member shares with you. | Every plan |
| Goals | Progress on your savings goals. | Every plan |
| Recent Transactions | Your latest transactions across all accounts. | Every plan |
| Upcoming Bills | Recurring bills due soon. | Every plan |
| Spending by Category | Where this period's money went. | Every plan |
| Assets & Liabilities | The breakdown behind your net worth. | Pro and up |
| Investments | Your holdings at a glance. | Pro and up |
| Cash Flow Forecast | Where your balance is heading based on recurring income and bills. | Every plan |
| Savings Rate | How much of your income you kept this period. | Every plan |
| Debt Payoff Progress and Cost of Debt | How your payoff plan is going and what your debts cost in interest. | Pro and up |
| To Review | How many transactions are waiting in your review queue. | Every plan |
| Budget Health | A quick read on whether you're on track. | Every plan |
| Due This Week | Bills due in the next seven days. | Every plan |
| Subscriptions | What your recurring subscriptions add up to. | Starter and up |
| Monthly Net Worth | This month's change in net worth. | Starter and up |
| Allocation | How your investments are split. | Pro and up |
| Spending vs Last Month | How this period's spending compares with the last one. | Every plan |
| Calendar | A month of activity with a dot for each day you spent. Tap it to open recurring transactions. | Every plan |
| Upgrade Banner | A reminder of what the next plan unlocks. | Free only |
Banners
A few things appear above the cards only when they matter:
- Incident status when a service problem is affecting the app, with a link to the status page.
- What's new after an update.
- Review prompt when transactions are waiting for you.
- Bank connection banners when a connection has stopped syncing (see Reconnect a Bank).
How to Customize Your Dashboard
Enter edit mode
Tap the Edit button in the top-right corner of the dashboard (or long-press any widget).
Rearrange widgets
Drag and drop widgets to reorder them. Place the information you check most often at the top.
Save your layout
Tap Done to save your new layout. Your customization syncs across all your devices.
How to Use Privacy Mode
Privacy mode hides all monetary amounts on the dashboard behind a blur, so no one looking over your shoulder can see your balances, budgets, or transaction amounts.
Toggle privacy mode on
Tap the eye icon in the app bar at the top of the dashboard. All amounts are instantly hidden.
Peek at individual cards
While privacy mode is active, tap any individual card or widget to temporarily reveal its amounts. The rest of the dashboard stays hidden.
Toggle privacy mode off
Tap the eye icon again to reveal all amounts.
How to Refresh Your Data
Pull down on the dashboard to trigger a manual refresh. This fetches the latest data from your connected accounts and updates all widgets. The refresh respects your tier's sync schedule. If your tier supports daily sync, pulling to refresh fetches the most recent available data from your last sync window.
Tips
Frequently Asked Questions
Why do I see a lock icon on some widgets?
Locked widgets belong to features that are not included in your current tier. For example, the Net Worth widget requires Starter or above. Tap the locked widget to see which tier unlocks it.
Can I hide widgets I don't use?
Yes. Tap edit on the dashboard, then use the eye icon on a widget to hide it. Hidden widgets can be shown again from edit mode, and you can move widgets around there too. The Getting Started card is pinned and closes with its own X instead. On Free, the Upgrade banner can be hidden the same way. See Dashboard Widgets.
Does privacy mode sync across devices?
No. Privacy mode is a per-session toggle. Each time you open the app, amounts are visible by default. This prevents you from accidentally leaving privacy mode on and forgetting about it.
Why does pull-to-refresh not show new transactions?
Pull-to-refresh loads the most recent data available from your last sync. If your bank connection syncs daily, new transactions appear after the next daily sync, not immediately on pull. Check your sync schedule under Settings > Subscription for details on your tier's sync frequency.
What does the connection health banner mean?
It means one or more of your bank connections needs attention, usually because your bank requires you to re-enter credentials or complete an MFA prompt. Tap the banner to fix it, or see the Bank Connection Issues guide.
Related Articles
Your First Transaction
Add your first manual transaction.Privacy Mode
Detailed guide to privacy mode features.Connect Your Bank
Set up automatic transaction imports.Sync Schedules
Understand sync frequency by tier.Need more help? Email us at [email protected] and we will get back to you.