Your Overview is a dashboard made of widgets: charts, tables, lists, single figures and notes. On Thrive and Thrive Duo you can change any of it and keep several dashboards. Everyone can view their Overview; customizing it is what needs the plan.
Customize, step by step
Choose Customize
It's at the top right of the Overview (on a phone, the icon beside the greeting). A toolbar appears, starting with Customizing and your dashboard's name.
Arrange
On a computer, drag a widget by its header to move it, and drag its corner or edges to resize it. Other widgets slide out of the way and settle upward, so there are never gaps.
Add widgets
On a computer, drag a card from Add to canvas on the right onto the grid, or tap one to drop it into the first free space. Add widget in the toolbar opens the full editor; it's the way to add on a phone.
Change or remove a widget
The slider icon on a widget's header opens its editor. Its ⋯ menu has Edit…, Duplicate and Remove.
Save
Choose Save to make your changes live. Discard changes puts the saved page back.
Editing a widget
The editor has three parts, with a live preview drawn from your own data:
- What it shows: the data, like Spending by category, Net worth over time or Upcoming charges. Choose Change to pick something else; your title and position stay.
- How to show it: only the visuals that suit that data, our pick first. You can't put a time series in a donut, for example.
- Settings: only the ones that apply, such as the title, Period, Buckets, Compare with the previous period, Show as, How many, Show the numbers, and Only these accounts or Only these categories.
Period starts on The page's period, so the widget follows the picker at the top of the page. Pick a fixed period instead and the widget keeps it. Choose Apply (or Add to dashboard for a new widget) to put it on the canvas.
Notes
A Note widget holds your own words under a title: a goal, a checklist, a reminder or a heading for a section.
- In Customize, click the note's title to rename it, and type straight into the note.
- The bar above it adds headings, bold, italic, underline, strikethrough, highlights, bulleted, numbered and check lists, quotes, dividers and links. Shortcuts work too: ## for a heading, - for a list, [ ] for a checklist.
- A title with no text below it shows as a section heading. Shrink it to one row.
- Outside Customize, the Edit note button on a note takes you straight back into it.
- A note can hold up to 4,000 characters.
Undo, drafts and saving
- Undo goes all the way back. The undo and redo arrows step through every move, resize, addition, removal and edit since you started. Ctrl+Z and Ctrl+Shift+Z do the same (⌘ on a Mac).
- Everything is a draft until you save. Each change is kept on this device at once and on your account a moment later. The toolbar says which, for example Draft saved to your account · nothing is live until you press Save.
- Close keeps your draft. The ✕ at the left of the toolbar, or Esc, takes you back to the normal page. A strip above your dashboard then offers Resume customizing or Discard.
- Drafts follow you. Start on one computer and finish on another; the newer copy wins.
- Discard changes asks once, then puts the saved page back on this device and on your account.
Several dashboards
The ⋯ button beside Customize lets you:
- New dashboard…: name it and choose where to start: Overview, Spending, Everyday budget, Wealth, Bills & subscriptions, Card rewards (with the rewards tracker) or Blank.
- Rename…, Duplicate or Delete dashboard for the one on screen.
- Open this one first: the dashboard your Overview shows when you arrive.
Once you have two or more, a picker beside Customize switches between them (on a phone, it's under the period). You can keep up to 20 dashboards, and each can open on its own period: see change the period.
On a phone
Phones show the same widgets stacked in reading order: top row first, left to right. There's no dragging on a phone, but Customize still lets you add, edit, duplicate and remove widgets through the editor. Anything you arrange on a computer shows up here in that order.