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How to do it
1. Open the Home dashboard
Go to Home in Cashflow Pilot and look for the Customize option.
2. Choose the cards you want
Show the information that is useful to you and hide cards you do not need right now.
3. Change the order
Use the available move or rearrange controls to place your most useful cards where you want them.
4. Check the result
Return to Home and make sure the layout works for you. You can change it again later.
5. Keep a copy of your information
Before changing devices, save a backup. Display preferences and financial records are not the same thing.
Good to know: The Home layout and controls can look different on a phone, iPad or desktop. Hiding a dashboard card does not delete your transactions.
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