The purpose of the Dashboard is to allow you to keep a quick, ongoing glance at your overall finances through an easy display.

We have created a feature that lets you add external content, allowing you to include and update all your financial information that you want into your own Dashboard.

The menu on the right has all of the necessary content for adding this information into your Dashboard. To add content, just drag the item from the menu into the middle area (below the “Summary” box). If you want to delete an item, then simply do the opposite: drag the item from the middle are to the menu on the right.

In “My Accounts” you’ll find all of the accounts you want. The next section is “Tools”. We will continue to add new tools. For now you have these:

1. Stock portfolio. This tool allows you to see all of the companies and shares you own in your Stock Portfolio. You can configure up to 5 different companies in your portfolio, number of shares you own in each, how much purchased them for, and we’ll show you your unrealized gains or losses on each.
2. Google finance market summary. Follow the performance of the major market indexes.

Finally, in the “News” section, we have included some financial news sources that we think will interest you. If you add any of these into your Dashboard, we’ll show you the latest news to get you up to date at all times.

Other improvements

Besides the Dashboard, we have been working on some of the other improvements you have been asking for:

- The Running Balance column on PDF & XLS reports

- A new button to clear the main account (deleting all of its transactions). Many people have requested this in order to fix an incorrect import without having to delete all of transactions one by one.

- Forgotten password recovery