Customize your dashboard
Adapt the period, the indicators, and the reading of your dashboard so it truly reflects your situation.
The dashboard is the first thing you see when you open Noryo. It brings together your key indicators, your charts, and your recent items at a glance. A few simple settings are enough to make it faithful to the way you track your finances, whether you're looking at the last seven days or a whole year.
Choosing the right period
A period selector at the top of the dashboard updates all the figures and charts at the same time. It's the setting that changes how you read your situation the most, keep it in mind before interpreting a variation.
- 7 days to track your spending for the current week.
- 30 days for a rolling-month view, ideal day to day.
- 3 months to spot a trend taking shape.
- 1 year for the big picture and underlying comparisons.
A change in spending only makes sense over the same period. If your spending for the month looks high, first check that you're really looking at 30 days and not a wider window.
Reading your key indicators
At the top of the dashboard, a few indicators summarize your situation. Each one shows a value and, most often, a trend or a change compared with the previous period.
Your indicators at a glance
- Net balance
- The total of your accounts, along with its trend to show the overall direction.
- Spending for the month
- What you've spent over the period, with the change compared with the previous period.
- Savings
- The amount you set aside, to keep your savings effort in view.
- Active subscriptions
- The number of recurring subscriptions detected, useful so nothing slips through.
Understanding your charts
Two charts complement the indicators. The cash flow compares your inflows and outflows month by month to show whether you're living below or above your means. The spending breakdown splits your outflows by category to reveal where your money goes.
Some recent transactions can stay pending for a few days on the bank's side. If an amount seems to be missing, it will usually appear at the next synchronization.
The dashboard lists
Below the charts, the dashboard brings together your recent transactions, your upcoming subscriptions, and your recent documents. These lists are shortcuts: tap an item to open its details and act on it, for example recategorize a transaction or view a subscription.
On iPhone and beyond
On iOS, you'll find the dashboard in the app's tabs. You can also extend this tracking outside the app thanks to widgets on the home screen and lock screen, as well as a quick glance on Apple Watch.
Frequently asked questions
Can I hide an indicator?
The dashboard presents a coherent set of indicators designed to get to the essentials. You mainly influence what they show by choosing the period displayed.
Why does my net balance differ from my bank?
A gap almost always comes from transactions still pending on the bank's side. The gap resolves once those transactions are confirmed.
How often do the figures update?
Synchronization happens several times a day automatically, and you can start a manual synchronization at any time.
History depth and some comparisons depend on your plan. You can view it on the Subscription screen of the app.
The detail of each area of the dashboard.