Your Overview is the main place where MoneyCoach shows your accounts, Daily Limit, budgets, goals, summaries, reports, and shortcuts. You can decide which parts are visible, which accounts feed the Overview cards, and which payday period the Overview should use.
TL;DR
- Open Settings > Customize Overview.
- Use Configure Overview Cards to show, hide, or reorder cards.
- Use Show/Hide Accounts to choose which accounts feed Overview calculations.
- Use Customize Payday if your financial period starts on payday.
- Return to Overview to review the result.
Step-by-step guide
- Open Settings
- Tap Customize Overview
- Tap Configure Overview Cards
- Tap the icon next to a card to show or hide it
- Drag cards up or down to change their order
- Use Select None or Select All if you want to reset the visible cards quickly
- Go back to the Overview to see the updated layout
Show or hide accounts on the Overview
The Overview only uses the accounts selected for the Overview filter. To change them:
- Open Settings
- Tap Overview
- Tap Customize Overview
- Tap Show/Hide Accounts
- Select the accounts you want MoneyCoach to include on the Overview
This changes the account balances and the cards that depend on Overview-filtered accounts, such as the Daily Limit.
Customize the payday period
The same Customize Overview screen also links to Customize Payday. Use it when your Overview cards should follow a salary period or a month start day instead of the default calendar month.
Additional information
Selecting, hiding, and ordering individual Overview cards is a Premium customization feature.
Common mistakes
- Hiding a card and forgetting that it can be restored later.
- Expecting hidden accounts to disappear from the account list. This only affects Overview-related calculations.
- Customizing one device and expecting every synced device to use the same local layout.
- Ignoring payday settings when your financial month starts after payday.
