Money Dashboard Widget
The Money Dashboard widget is the new version of the master_widget. Users are redirected here when the Money Dashboard is enabled. The widget type remains the same in the widget URL request. To enable the Money Dashboard, coordinate with your Client Strategy Executive.
The Money Dashboard Widget consolidates our various Personal Financial Management (PFM) widgets into one widget, providing users the ability to easily navigate among the widgets in the left navigation pane. The Dashboard page within the Money Dashboard widget provides a comprehensive financial overview at a glance.
To integrate the widget, see Integrate Any PFM Widget.
Widget Setup
The Money Dashboard Widget uses compact versions of its full-sized widgets, with links to access the full widgets when needed. Learn about each in Widget Overviews.
To set where each widget will appear, send MX a list of the widgets you want displayed and their order using the index values referenced in the following image. You can also request that MX disable any widget entirely.
An example list you'd send MX
| Widget | Index |
|---|---|
| Accounts | 6 |
| Budgets | 5 |
| Cash Flow | 0 |
| Connect | 7 |
| Insights | 3 |
| Spending | 1 |
| Trends | 4 |
| Recurring Transactions | 2 |
If you're integrating the widget on a mobile app, the widgets in the dashboard will display in a single column with the lowest index (0) displaying at the top.
