Home Customization
The app offers a highly customizable home screen that allows users to tailor their experience by enabling, disabling, and reordering fixed items. This flexibility ensures that you can prioritize the features and sections most relevant to your financial management. Below is a guide to help you understand and use these customization options effectively.
1. Enabling or Disabling Fixed Items
To declutter your home screen, you can choose which sections appear by toggling them on or off.
Steps to Enable/Disable Items:
Open the Menu by tapping the three vertical dots at the top right of your home screen.
Select "Customize Interface" from the dropdown menu.
You’ll see a list of options with toggle switches next to them.
Enabled items will have the toggle switched on (blue).
Disabled items will have the toggle off (gray).
Simply tap the toggle next to the item you want to show or hide on your home screen.
Example Items You Can Customize:
Show Budget Summary: Displays an overview of your current budget allocation.
Show Financial Health Score: Presents your overall financial stability score.
Show Surplus Money Summary: Shows surplus funds (if this feature is enabled).
Show Tips: Provides useful tips to help you manage your budget.
2. Reordering Fixed Items
After deciding which items to keep on your home screen, you can arrange them in the order that suits you best.
Steps to Reorder Items:
In the same "Customize Interface" menu, tap on "Reorder Items".
A screen will appear listing all the enabled items.
To move an item:
Tap and hold the icon next to the item you wish to move (three horizontal lines).
Drag the item up or down the list to your preferred position.
Once you're satisfied with the order, tap the "X" at the top left to exit and save changes.
Example Items Available for Reordering:
Budget Health Check
Budget Summary
Financial Health Score
Tips
Surplus Funds Overview
Groups and Categories
3. Additional Customization Options
Beyond the ability to reorder and toggle items, the app also provides additional customization features, such as:
Enhance Balance Visibility: Widens the display of available balances for easier tracking.
Show Category Spent Amount: Displays both allocated and spent amounts under each category for detailed tracking.
Compact Bottom Navigation: Displays only icons in the bottom navigation, hiding text labels for a cleaner look.
Budget Health Check Display: Shows the Budget Health Check only when there is a warning.
Dim Non-Current Months: Softly dims the display of past and future months to focus on the current one.
Notification Dot: Adds a notification dot to key features when there are updates.
Collapsed Group Summaries: Shows a summary of allocated and spent amounts for collapsed groups.
Available Funds Progress Bar: Displays a progress bar showing used versus remaining funds.
Progress Bar Color Scheme: Allows you to choose a color scheme to indicate funded and underfunded categories.
Icon Style: Customizes the appearance of icons in the app.
Row Density: Adjusts the density of rows to show more or less information in a compact or spacious format.
With these customization options, Beyond Budget ensures that you have full control over your financial dashboard. By enabling and arranging only the items you need, you can streamline your experience, making budgeting quicker and more intuitive.
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