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 displays the following widgets, depending on your tier and account setup:

Widget	What It Shows
Net Worth Summary	Your current net worth with month-over-month change. Shows the trend at a glance.
Budget Progress	Animated progress bars for each active budget category. See how much you have spent and how much remains.
Recent Transactions	Your last 5 transactions across all accounts, with merchant names, categories, and amounts.
Upcoming Bills	Bills due in the next 7 days, so you know what is coming before it hits your account.
Connection Health	Banners that appear when a bank connection is degraded or needs re-authentication.

Some widgets are gated by tier. If you see a lock overlay with an upgrade prompt on a widget, that feature requires a higher subscription tier.

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

Put the Budget Progress widget at the top of your dashboard if you are actively tracking spending. Seeing your progress first thing keeps you aware of where you stand.

Use privacy mode whenever you open the app in public. The tap-to-peek feature lets you check specific numbers without exposing everything on screen.

Connection health banners appear at the top of the dashboard when a bank connection needs attention. Tap the banner to go directly to the reconnection flow.

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 the Pro tier or above. Tap the locked widget to see which tier unlocks it.

Can I hide widgets I don't use?

Currently, you can rearrange widgets but not hide them entirely. Move less-used widgets to the bottom of your dashboard so the information you care about stays at the top.

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.

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.

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? Contact us at support@403fin.io.

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