Dashboards

Apocha's dashboard system puts you in control of your financial overview. Create multiple personalized dashboards, each filled with configurable widgets that display exactly the information you need to track your financial health.

What Is a Dashboard?

A dashboard is your personalized command center for financial insights. Each dashboard is a customizable canvas where you can arrange widgets to create your ideal financial overview.

Key Features

• Multiple Dashboards - Create separate dashboards for different purposes (daily overview, investment tracking, budget monitoring, savings goals)
• Fully Customizable - Add, remove, resize, and rearrange widgets to match your workflow
• Separate Mobile and Desktop Dashboards - Maintain independent dashboard sets optimized for each device type
• Per-Dashboard Column Layouts - Configure how many columns each dashboard uses for optimal viewing
• Set Default Dashboard - Choose which dashboard appears when you open Apocha

Mobile and Desktop Dashboards

Apocha maintains separate dashboard sets for mobile phones and desktop computers. This separation ensures your dashboards are always optimized for the device you're using.

How It Works

When you create a dashboard, it is automatically assigned to either your mobile or desktop collection based on the device you're using:

• Desktop dashboards - Created and displayed when using a computer, laptop, or tablet in landscape mode
• Mobile dashboards - Created and displayed when using a phone or small screen device

Why Separate Dashboards?

Different screen sizes call for different layouts:

Aspect	Desktop	Mobile
Screen space	Wide, multi-column layouts	Single or dual column layouts
Widget sizing	Larger widgets with more detail	Compact widgets for quick scanning
Information density	More widgets visible at once	Focused view with fewer widgets
Interaction	Mouse and keyboard	Touch-friendly

Managing Both Sets

• Each device type has its own list of dashboards in the dropdown menu
• Each device type has its own default dashboard setting
• Dashboards created on desktop won't appear on mobile, and vice versa
• You can create dashboards with the same name on both device types if desired

Optimize for Each Device

Consider what information you need most on each device. Your desktop dashboard might show detailed charts and multiple metrics, while your mobile dashboard could focus on quick status checks like account balances and upcoming transactions.

Available Widgets

Apocha offers a variety of widgets to help you monitor different aspects of your finances:

Widget	Description
Savings Rate	Track how much of your income you're saving across different time periods
Net Worth	View your current net worth at a glance
Wealth Development	Visualize how your wealth changes over time with line or column charts
Monthly Cash Flow	See income vs. expenses for recent months
Cash Flow by Category	Analyze spending patterns across categories
Expenses by Category	Break down your spending by category
Account Balance	Monitor specific account balances
Transactions to Review	Keep track of uncategorized or pending transactions
Upcoming Transactions	See scheduled and recurring payments
Recurring Transaction Candidates	Identify potential recurring patterns in your transactions
Recurring Series	View and manage your recurring transaction series
Calendar	Visual calendar view of financial events

Working with Dashboards

Creating a New Dashboard

1. Navigate to the Dashboard section
2. Click the New button in the toolbar
3. Enter a name for your dashboard
4. Set the number of columns (1-12) for your layout
5. Add widgets using the Add widget menu
6. Arrange widgets by dragging them to your preferred positions
7. Resize widgets by dragging their edges
8. Click Save when done

Editing an Existing Dashboard

1. Select the dashboard you want to edit from the dropdown
2. Click the Edit button
3. Make your changes:
   • Add or remove widgets
   • Rearrange widget positions
   • Resize widgets
   • Rename the dashboard
   • Adjust column count
4. Click Save to apply changes, or Cancel to discard

Setting a Default Dashboard

Click Set as default to make the currently selected dashboard your default. This dashboard will automatically load when you open Apocha.

Deleting a Dashboard

While in edit mode, click Delete in the menu bar to remove the dashboard. A confirmation dialog will appear before deletion.

Widget Configuration

Each widget can be individually configured to show exactly the data you need. Configuration options vary by widget type and may include:

• Display Mode - Choose how data is visualized (table, chart, gauge)
• Time Periods - Select which time ranges to display
• Filters - Apply category, account, or keyword filters
• Custom Titles - Rename widgets to match your preferences
• Custom Icons - Choose icons that represent the widget's purpose

To configure a widget, look for the settings icon in the widget's header bar.

Tips for Effective Dashboards

1. Start Simple - Begin with a few essential widgets and add more as needed
2. Group Related Widgets - Place widgets that relate to each other nearby
3. Use Multiple Dashboards - Create focused dashboards for different purposes
4. Consider Your Goals - Build dashboards around your financial goals (saving more, reducing debt, growing wealth)
5. Review Regularly - Update your dashboards as your financial focus evolves

Widget Guides

Explore detailed guides for each widget:

• Savings Rate Widget - Track your savings rate with table, gauge, or chart views
• Wealth Development Widget - Visualize how your net worth, assets, and debt evolve over time

Related Guides

• Cashing Up - Establish your financial baseline before creating dashboards
• Recurring Transactions - Set up the transactions that drive your dashboard metrics
• Calendar Integration - Get reminders for upcoming transactions