Track spending against your budget
Explore category spending, remaining budget and the rows behind the totals.
Dashboards · Explore
Your finance command center.
Turn the data BankSync already syncs into dashboards you actually want to look at. Arrange widgets on desktop to build spending, cash-flow and portfolio views, then explore your saved dashboard on desktop or phone.
Explore income, outgoings, savings and connected account balances.
Keep useful widgets working across dashboards
Preview a saved widget, edit its label, review its style, reuse it and check dependencies before removing an unused widget.
See what your dashboard could show
Explore spending, business cash flow, investments and savings through real widgets.
Review business cash flow
Compare receipts, operating costs, reserves and account balances.
Explore your investment portfolio
Review portfolio value, allocation and the holdings behind each view.
Review freelance income by client
Inspect client income, expenses and the detail behind your monthly review.
Build a savings dashboard with Penny
Ask for a dashboard, review the draft and explore your savings goals.
your data, your tools
Your data stays yours. Build a clearer workspace view.
BankSync keeps syncing transactions, balances, holdings and loans into the tools you already use. Dashboards add a place to see your connected accounts, synced feeds and BankSync Tables. Save a useful widget, reuse it across dashboards, and review the same workspace data from another angle.
one dataset, every chart
Every widget you need, from one live dataset
Mix and match widgets on a flexible grid. Filter, group and aggregate each one independently, with no formulas and no BI tool.
start from a template, or blank
KPI & stat cards
Net worth, total balance, monthly spend, runway.
Bar & column charts
Spend by month, income by source, fees by account.
Trend & area charts
Balance over time, cash-flow runway, portfolio value.
Allocation & donut charts
Asset allocation, category breakdowns, account mix.
Tables & saved views
Filterable, sortable tables with only the columns you want.
Leaderboards & lists
Top merchants, biggest expenses, largest holdings.
three quick steps
From connected account to live dashboard
every widget, one library
- 1
Connect & sync
Banks, brokerages and exchanges, on your schedule.
- 2
Drop in widgets
Bind each one to your data, then filter, group or aggregate.
KPI cardsChartsDonutsTables - 3
Review & reuse
Open your workspace dashboard and reuse saved widgets in another view.
what people make
What people build
One dataset, many command centers.
A personal finance command center
Net worth, spending, subscriptions and investments in one view.
Monthly business reporting
Review receipts, operating costs and account balances together.
Reuse your saved widgets
Place the same saved widget on another dashboard in your workspace.
Work alongside your spreadsheets
Keep your destination syncs while reviewing connected data in BankSync.
Operator & founder metrics
Burn, runway and cash across business accounts.
Portfolio & net-worth tracking
Holdings, allocation and performance, refreshed on a schedule.
pairs with Ask Penny
Don't want to build it by hand?
Tell Penny what you want to understand. Review the dashboard draft she creates from your available data, then choose Keep when it is ready.
good questions
Frequently asked questions
What are BankSync Dashboards?
BankSync Dashboards (Explore) bring connected accounts, synced feeds and BankSync Tables into one workspace view. On desktop, arrange KPI cards, charts and tables on a canvas. On a phone, explore the saved dashboard using its native viewer.
How can I share a dashboard with my team?
Use Workspace visibility so your teammates can open the dashboard in BankSync, subject to their access to its widgets and data. Public link serving and external embeds are not available in the current dashboard release.
Does my data have to leave my own tools to use dashboards?
Your destination syncs can continue alongside your dashboards. Build the dashboard in BankSync using compatible connected accounts, synced feeds or BankSync Tables, while keeping the destinations you already use.
What chart and widget types are supported?
Dashboards include KPI and stat cards, bar and column charts, trend and area charts, allocation and donut charts, ranked lists and leaderboards, and filterable tables with saved views. Each widget can be filtered, grouped and aggregated independently.
Are dashboards real-time?
Widgets show data from their configured sources. Bank feeds can sync on a schedule or on demand, so freshness depends on the source and its latest successful sync.
Which data sources can dashboards read from?
Choose a compatible connected bank account scope, synced feed or BankSync Table. The source picker checks the fields each widget needs, and its Data tab lets you configure the supported fields, grouping and aggregation.
Can I reuse a widget across dashboards?
Yes. Open a saved widget, review its Preview, then choose Add to dashboard. Its Dependencies tab shows where it is used. Changes to the saved widget apply wherever it is reused; dashboard-local edits have their own copy behavior.
Can AI build dashboards for me?
Yes. Ask Penny to build a dashboard from your available data, review the draft, then Keep it when you are ready. You can also add and arrange widgets manually with the desktop editor.
come on in
See your whole financial picture
Connect your accounts, choose useful widgets and build your workspace view. Explore the saved dashboard on desktop or phone.