Help center
Customize the mobile home screen
Choose which cards appear on the mobile home screen and arrange them to match your weekly money review routine.
Home-screen customization is available in the mobile app. Open Customize from Home, then show, hide, add, or reorder supported cards.Customization changes the layout, not the financial records. The desktop dashboard does not currently have the same workflow.
Step-by-step guide
Mobile app walkthrough
This workflow is not available on desktop web. These steps show the supported the mobile app workflow.
1
Open Customize
Open Home and select Customize.
2
Choose the cards
Add useful cards, hide ones you do not review, and arrange the visible set around your current goal.
3
Return to Home
Check the live result. Reopen Customize whenever the routine changes.