Dashboard Templates
Start a dashboard from a template: BankSync’s own or one from the marketplace, installed into your workspace with your own feeds or banks, and saved, shared or published as a template of your own.
4 min read
On this page
A template is a ready-made dashboard (or widget) you start from instead of a blank canvas. It carries the widgets, their layout and what data each one needs, but none of anyone's bank, account or feed IDs. Installing a template makes a real dashboard in your workspace from your own feeds or banks.
Every template — BankSync's own and every creator's — is a listing on the BankSync marketplace. The template gallery in the app, the marketplace and your agent all read the same listings, and installing works the same way from each.
A couple of plain-language terms used on this page:
- A requirement (or slot) is a portable need such as “transactions with an amount and a date.” It describes the data, not your bank or feed.
- To connect a requirement means choosing the feed, or the live bank, that supplies it in your workspace.
What's available today
Starting from a template#
Open the template gallery from the empty-canvas screen or the Dashboards area, or find a template on the marketplace and choose Get template.
Install a template
Pick a template
Each card says what it builds, who made it, and what it needs from your workspace.
Connect your data
The install checklist lists each requirement. Choose a compatible synced feed or live bank for each; you can connect a new bank without leaving the checklist, and your progress is kept if you step away.
Install
BankSync checks every connection before it writes anything, then makes the dashboard. An optional requirement left unconnected becomes an unconnected widget in its intended place.
Tweak it
Edit any widget exactly as if you had built it yourself.
Templates need a compatible source
One explicit source per requirement
You can install the same template more than once — each install is named, so two copies for two accounts stay apart.
Worked example: Spending Overview#
Say you want a quick monthly view of where your money goes.
- Open the gallery and pick Spending Overview.
- The checklist needs one transactions source. Choose your Chase Checking transactions feed.
- Choose Install.
BankSync makes a real dashboard with Spend by category and Net cash flow already filled in with your Chase Checking numbers. From there you can resize widgets, swap the feed or add your own.
Installed templates#
Every install is listed under Settings › Workspace › Installed templates, with what it made. From there you can update an install when its creator publishes a new version — BankSync merges the new version with the edits you made, and tells you about anything it could not merge — or remove it, keeping or trashing what it made.
Saving your own template#
Built a dashboard you want to reuse? Save as template keeps it in your workspace's template library. BankSync turns each concrete feed or live bank into a requirement and removes every bank, account, feed and workspace ID, so whoever installs it chooses their own. Text a filter compares with (a merchant's name, say) is left out unless you tick it under Shared values; see Save as template.
What does travel is how the dashboard looks and reads: each widget's appearance (frame, header, tint, accent colour, padding, phone layout), and a date filter's period when it is a relative one, such as Month to date, Last 30 days or Last 12 months. Whoever installs it opens the dashboard on that period, measured from their own today. Dates you picked by hand (Jan 1 to Mar 31) are your own view of your data, so they are left out and the installed filter starts empty. Money formatted with the data's currency writes each installer's own currency; see Number format and currency.
Portability checks
- A widget that has fields set but no data source to connect them to.
- A widget using a saved query that can't be carried over to another workspace.
- A cross-filter that points at a filter that no longer exists.
Publishing a template#
To let others install it, publish it from Settings › Creator › Templates: give it a title, a description, screenshots and a category, then submit it for review. Until BankSync approves it, a template is reachable by its private link and installs into at most ten workspaces; once approved it is listed on the marketplace under your creator profile. Each change you publish is a new version that people who installed it can update to.
Build with an agent, the CLI or the API
Related guides#
- Creating your first dashboard: the blank-canvas alternative.
- Binding data: how connecting a widget to a synced feed or live bank works under the hood.
- Publishing & sharing: sharing a finished dashboard or widget (separate from publishing a template).
Connect your data
Use this page with your AI assistant
Every BankSync doc is available as plain Markdown for agents and LLMs.