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[PR #5915] Investigate dashboard structure and propose new config #20571

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opened 2026-04-14 21:40:32 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-14 21:40:32 -05:00
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Original Pull Request: https://github.com/actualbudget/actual/pull/5915

State: closed
Merged: No

Description

This PR updates the default dashboard configuration to provide a more comprehensive and informative initial experience for new users.

The previous default had 3 widgets; the new configuration includes 7 widgets, offering a broader overview of financial health and better guidance.

Key changes include:

  • Expanded Layout: Increased from 3 to 7 widgets.
  • Key Metrics: Added "Monthly Income" and "Monthly Expenses" summary cards.
  • Visual Patterns: Included a "Calendar" card to visualize daily transaction activity.
  • User Guidance: Added a "Welcome" markdown card with explanations for each widget and tips.
  • Optimized Placement: Adjusted the layout of existing Net Worth, Cash Flow, and Spending cards for a balanced grid.

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**Original Pull Request:** https://github.com/actualbudget/actual/pull/5915 **State:** closed **Merged:** No --- <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> ## Description This PR updates the default dashboard configuration to provide a more comprehensive and informative initial experience for new users. The previous default had 3 widgets; the new configuration includes 7 widgets, offering a broader overview of financial health and better guidance. **Key changes include:** - **Expanded Layout:** Increased from 3 to 7 widgets. - **Key Metrics:** Added "Monthly Income" and "Monthly Expenses" summary cards. - **Visual Patterns:** Included a "Calendar" card to visualize daily transaction activity. - **User Guidance:** Added a "Welcome" markdown card with explanations for each widget and tips. - **Optimized Placement:** Adjusted the layout of existing Net Worth, Cash Flow, and Spending cards for a balanced grid. --- <a href="https://cursor.com/background-agent?bcId=bc-7715ddce-3bba-4f6b-a049-9ff1e775aa16"><picture><source media="(prefers-color-scheme: dark)" srcset="https://cursor.com/open-in-cursor-dark.svg"><source media="(prefers-color-scheme: light)" srcset="https://cursor.com/open-in-cursor-light.svg"><img alt="Open in Cursor" src="https://cursor.com/open-in-cursor.svg"></picture></a>&nbsp;<a href="https://cursor.com/agents?id=bc-7715ddce-3bba-4f6b-a049-9ff1e775aa16"><picture><source media="(prefers-color-scheme: dark)" srcset="https://cursor.com/open-in-web-dark.svg"><source media="(prefers-color-scheme: light)" srcset="https://cursor.com/open-in-web-light.svg"><img alt="Open in Web" src="https://cursor.com/open-in-web.svg"></picture></a>
GiteaMirror added the pull-request label 2026-04-14 21:40:32 -05:00
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Reference: github-starred/actual#20571
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