Navigating View and Build Mode

Last updated: August 13, 2026

Your canvas is a vertically scrolling stack of financial sections. View and Build show the same content in the same order, so switching modes the layout stays consistent when you switch modes.

View vs Build mode

Use the View / Build toggle at the bottom-center of the screen to switch modes.

  • View: Read your numbers. Scroll through the canvas and tap any card to open its details.
  • Build: Use the same stack with section reorder handles, the + button, and undo.

Moving around the canvas

Swipe up or down to scroll. Tap an account, group, goal, calculation, or other card to open its detail sheet. Build mode uses the same stack.

Reordering sections

  1. Switch to Build.
  2. Press and hold the reorder handle beside a section, then drag the section up or down.
  3. Release it in the new position. Threshold saves the section order automatically.

Reordering applies to whole sections such as Calculations, Goals, Groups, and Accounts. Individual cards stay organized inside their section.

Adding and undoing

In Build mode, tap + to connect an account or add a group, goal, calculation, Transactions, Investments, or Categories. The undo button beside it reverses the latest supported canvas change when one is available.

Canvas settings

Tap the gear in the top-right corner to rename the canvas, change its icon, use Privacy Mode, restore hidden accounts, or open the Help Center.

Working across several canvases? See Working with Multiple Canvases.