The Dashboard is your customizable financial overview, featuring 28+ tiles that display key metrics, charts, and summaries at a glance. Arrange tiles to suit your workflow and see your finances update in real time.
The Dashboard is the first screen you see when opening Nextcloud Budget. It provides a consolidated view of your financial health through configurable tiles that display account balances, budget progress, spending trends, upcoming bills, and more. All tiles auto-update when underlying data changes, so your dashboard always reflects the latest state of your finances.
The dashboard is organized into two sections:
- Hero tiles - Large metric cards displayed prominently at the top of the dashboard. These show your most important financial numbers (net worth, monthly income/expenses, savings rate, etc.) with large, easy-to-read values and optional subtext.
- Widget tiles - Smaller cards arranged below the hero section. These provide detailed views such as transaction lists, charts, budget breakdowns, and actionable summaries.
Both sections auto-update when you add transactions, update budgets, or make other changes elsewhere in the app.
To customize your dashboard, click the Unlock Dashboard button in the top-right corner. When unlocked:
- A hint appears: "Drag tiles to reorder your dashboard"
- Each visible tile shows an X button for hiding it
- The Add Tiles menu becomes available
- Configuration icons (gear icons) appear on tiles that support customization
Tip: Unlock the dashboard whenever you want to rearrange, show, or hide tiles. Lock it again when you are done to prevent accidental changes.
While the dashboard is unlocked, drag and drop tiles to reorder them:
- Click and hold a tile
- Drag it to the desired position
- Release to drop it in place
Hero tiles and widget tiles have separate drag areas -- you can reorder tiles within each section, but hero tiles stay in the top section and widget tiles stay in the bottom section. Your tile order is saved automatically.
Click the Add Tiles dropdown (visible when the dashboard is unlocked) to see all available tiles grouped by category:
- Hero metrics
- Insights
- Budgeting
- Charts
- And more
To show a hidden tile, click its name in the dropdown. To hide a visible tile, click the X button on the tile. All changes are saved automatically.
Note: Hiding a tile only removes it from the dashboard display. No data is deleted, and you can show the tile again at any time.
Hero tiles occupy the top section of the dashboard. Each displays a large metric value with optional subtext or trend indicator:
| Tile | Description |
|---|---|
| Net Worth | Total assets minus liabilities across all accounts |
| Income This Month | Total income received in the current month |
| Expenses This Month | Total spending in the current month |
| Net Savings | Income minus expenses, with savings rate percentage |
| Pension Worth | Combined value of all pension accounts |
| Assets Worth | Total value of asset-type accounts |
| Savings Rate | Percentage of income saved this month |
| Cash Flow | Net money flow across all accounts |
| Budget Remaining | Amount left to spend within your budget |
| Budget Health | Overall budget adherence indicator |
| Account Income | Income for the currently selected account |
| Account Expenses | Expenses for the currently selected account |
Widget tiles provide detailed views, lists, charts, and actionable information:
| Tile | Description |
|---|---|
| Accounts | Account list with balances (supports customization via gear icon) |
| Budget Alerts | Notifications for over-budget or near-limit categories |
| Upcoming Bills | Bills due soon with amounts and due dates |
| Budget Progress | Visual progress bars for budget categories |
| Savings Goals | Progress toward savings targets |
| Spending by Category | Chart showing spending distribution |
| Top Categories | Highest-spending categories this period |
| Recent Transactions | Latest transactions across accounts |
| Account Performance | Account balance trends over time |
| Budget Breakdown | Detailed budget allocation and usage |
| Goals Summary | Overview of all financial goals |
| Payment Breakdown | Spending by payment method or account |
| Reconciliation Status | Accounts needing reconciliation |
| Quick Add Transaction | Add a transaction without leaving the dashboard |
| Monthly Comparison | Compare spending month-over-month |
| Large Transactions | Notable high-value transactions |
| Weekly Spending | Spending totals by week |
| Unmatched Transfers | Transfers that may need matching |
| Category Trends | Category spending over time |
| Bills Due Soon | Upcoming bill payments |
| Income Tracking | Income progress and projections |
| Recent Imports | Latest file imports and their status |
| Rule Effectiveness | How well auto-categorization rules are working |
| Spending Velocity | Rate of spending compared to budget |
| Income vs Expenses | Chart comparing income and expenses over time |
| Cash Flow Forecast | Projected future balances |
| Year-over-Year | Annual comparison chart |
The Accounts tile supports additional customization. When the dashboard is unlocked, a gear icon appears on the Accounts tile header. Click it to open a configuration panel where you can:
- Reorder accounts - Drag accounts to change their display order on the dashboard
- Toggle visibility - Use checkboxes to show or hide individual accounts
Hidden accounts are not deleted -- they still exist on the Accounts page and continue tracking transactions. They simply do not appear in the dashboard Accounts tile. Configuration saves automatically.
Tip: Use this to focus your dashboard on the accounts you check most frequently, while keeping less-used accounts accessible from the Accounts page.
When you are finished customizing, click Lock Dashboard to prevent accidental changes. Locking the dashboard:
- Hides the Add Tiles menu
- Removes X buttons from tiles
- Hides gear icons on configurable tiles
- Disables drag-and-drop reordering
Your layout is preserved exactly as you left it.
- Accounts - Manage the accounts shown in the dashboard
- Budget - Set budgets that drive dashboard metrics
- Bills - Track recurring bills shown in dashboard tiles
- Savings Goals - Goals displayed in the Savings Goals tile
- Forecast - Projections powering the Cash Flow Forecast widget
- Reports - Detailed analysis beyond dashboard summaries
Dashboard state -- including tile visibility, order, and per-tile configuration -- is saved per-user automatically. No manual save action is required. Changes persist across sessions and devices.