Money management dashboard

The MonKey dashboard is your personal finance app overview for daily money management: balances, spending structure, income versus expenses, and budget progress with clear analytics.

Overview

The dashboard serves as the central hub for budget and lifestyle tracking, displaying:

  • Account Balances: Balances across connected spending accounts
  • Transaction Flow: Visual representation of income and expenses
  • Expense Structure: Category breakdown of where money goes
  • Budget Progress: Visual indicators of budget adherence
  • Spending Analytics: Summaries and trends powered by AI where available
  • Spending Trends: Historical analysis of lifestyle costs

Key Features

Real-time Data Synchronization

The dashboard automatically updates with data from:

  • Banking institutions and cards used for everyday spending
  • Manual transaction entry and imports
  • Connected accounts you use for income and expense tracking

Customizable Widgets

Users can customize their dashboard with various widgets:

  • Balance Overview: Show account balances in preferred currencies
  • Spending Categories: Pie charts and bar graphs for expense structure
  • Cash Flow: Income vs. expenses over time
  • Goal Progress: Visual tracking of savings and budget goals
  • Alert Center: Important notifications about budgets and transactions

AI-Powered Analytics

The dashboard includes intelligent features:

  • Spending Pattern Analysis: Identify unusual spending behaviors
  • Categorization Help: Suggest categories for transactions
  • Budget Summaries: Summarize budget status based on recent spending
  • Savings Opportunities: Identify potential cost savings in lifestyle spend

Multi-tenant Support

For organizational use:

  • Tenant-specific Dashboards: Isolated views for different organizations
  • Role-based Permissions: Different access levels for various user roles
  • Aggregated Views: Summary dashboards for managers and executives
  • Department Budgets: Track budgets across different organizational units

Navigation

Dashboard Navigation Structure:

Dashboard
├── Overview (Main dashboard)
├── Accounts
│   ├── Banking Accounts
│   └── Cards
├── Transactions
│   ├── Recent Transactions
│   ├── Categorized Spending
│   └── Search & Filter
├── Budgets
│   ├── Active Budgets
│   ├── Budget Performance
│   └── Goal Tracking
└── Settings
    ├── Account Connections
    ├── Notification Preferences
    └── Security Settings

Customization

Widget Arrangement

Users can customize their dashboard by:

  1. Drag and Drop: Rearrange widgets using intuitive drag-and-drop
  2. Resize: Adjust widget sizes to fit preferences
  3. Add/Remove: Enable or disable specific widgets
  4. Themes: Choose from light, dark, or auto themes
  5. Layout Presets: Select from predefined layout templates

Color Themes

The dashboard supports multiple color themes:

  • Light Theme: Clean white background with blue accents
  • Dark Theme: Dark background with bright highlights
  • High Contrast: Accessibility-focused high contrast colors
  • Custom Theme: User-defined color schemes

Best Practices

Performance

  • Refresh the dashboard when you need the latest balances
  • Keep only the widgets you use regularly
  • Prefer a stable internet connection for live updates

Security

  • All budget and account data is encrypted in transit and at rest
  • Sign out on shared devices when you finish
  • Tenant data is strictly isolated between organizations

Accessibility

  • All widgets support keyboard navigation
  • Screen reader compatibility for all components
  • High contrast mode for visual accessibility
  • Configurable font sizes and zoom levels

Troubleshooting

Common Issues

Dashboard Not Loading

  1. Check internet connectivity
  2. Sign out and sign back in
  3. Clear browser cache
  4. Contact support if the problem continues

Data Not Updating

  1. Verify account connections are active
  2. Refresh the dashboard
  3. Wait a moment and try again
  4. Contact support if balances stay outdated

Performance Issues

  1. Reduce the number of active widgets
  2. Close unused browser tabs
  3. Clear browser cache
  4. Try again later on a faster connection

Getting Help

For additional support:

  • Check the troubleshooting tips above
  • Contact the MonKey support team from Contact Us
  • Review related sections in this user manual