Dashboards & Widgets Overview

Dashboards turn the financial data you already sync with BankSync into charts, big-number KPIs, and richly formatted tables. You build a dashboard by dropping widgets onto a grid, pointing each widget at your data, and choosing how to chart it. There is no separate report to build or refresh: a widget always re-reads its source when the dashboard loads, so what you see reflects the latest data BankSync has.

Most widgets read from a feed (the data your feeds keep synced to your connected tools, like a sheet or warehouse). A widget can also read straight from a connected bank or provider for the freshest possible numbers, from a small static table you type in yourself (handy for targets or reference lists), or from two or more feeds combined. Feeds are the common starting point, but they are not the only option.

What a dashboard is made of#

A dashboard has four moving parts. You will spend most of your time in the canvas (where widgets sit) and the inspector (the panel that configures whichever widget you have selected).

What a widget can be#

A widget is not only a line chart. When you add one you choose a kind, and the catalog is broad:

• Charts: lines, areas, bars and columns, pies and donuts, plus many more specialized kinds (treemaps, heatmaps, box plots, and so on) for when you need them.
• Big-number KPIs: a single headline figure (like total spend this month), optionally with a comparison arrow against the previous period and a small trend sparkline.
• Gauges: a dial that shows progress toward a goal with green / amber / red bands, good for things like a savings-rate target.
• Tables: rows of data with rich, per-column formatting. Columns are not just plain text: they can render as currency, status pills, progress bars, mini sparklines, ratings, links, and more, so a table can be as readable as a chart.

You are never locked into your first choice. Switch a widget's kind in the inspector at any time, and BankSync carries over the fields you have already bound.

Two ways to start#

A brand-new dashboard is a draft until you give it a name, add a widget, or add a filter. Once you do, BankSync saves it for real and it appears in your dashboards list. Until then it stays an unsaved scratch space, so you can experiment without cluttering your workspace.

A worked example#

The fastest way to understand all of this is to build one widget end to end. Say you want to see what you spent each month, broken down by category:

1. Open a blank dashboard and click Add a widget.
2. In the Ask tab, type spending by month by category, or pick a Bar chart from the chart kinds.
3. Point the widget at your Transactions feed.
4. Group by Category, and set the value to Sum of Amount.

That is it. The widget renders, and your spend-by-category chart updates every time the dashboard loads. From here you can switch it to a different chart kind, add a date-range filter, or drop in a KPI for total spend.

There is no view mode and no save button#

For you as the author, BankSync dashboards are always editable. There is no separate "edit" and "view" mode to toggle between, and there is no Save button. Every change you make (moving a widget, renaming the dashboard, editing a chart) is saved automatically a moment after you make it. A small status badge in the toolbar shows Saving while a change is in flight and Saved once it lands.

Where to go next#

Related guides#

• Creating your first dashboard: the editor, shortcuts, and autosave.
• Adding widgets: the library and the four ways to add a widget.
• Binding data: group by, value, aggregation, and bucketing.
• Chart kinds: the full catalog and which one to reach for.
• KPI, table & gauge widgets: the non-chart widget kinds and their formatting.
• Templates: start from a prebuilt dashboard.
• Organizing dashboards: folders, renaming, and keeping a tidy list.
• Publishing and sharing: read-only links and embeds.
• Create your first feed: get data flowing before you chart it.