Pages and Blocks 🎨

Here's the Gen-Z/ELI5 version:

Pages and Blocks 🎨

Intro text options:

Option 1: "Now the fun part – build dashboards that actually make sense to you."

Option 2: "This is where you make Munyun your own."

Option 3: "Time to build the money dashboards you actually want to look at."

Main content:

Okay, your data is clean. Now let's make it look good and tell you what you need to know.

Think of pages like custom dashboards. You can make one for your monthly budget, one for tracking a savings goal, one for "where did all my money go this week" – whatever you want.

How to build a page:

Just start typing. Add text, headers, paragraphs – whatever. Then press / and you'll see a menu of "blocks" you can add.

What's a block? It's basically any data visualization – a chart, a number, a list, whatever helps you see your money clearly.

You can:

• Drag blocks around to reorder them

• Copy/paste to duplicate them or move between pages

• Delete what you don't need

Start with a template

Don't want to build from scratch? We've got pre-made templates for budgets, spending reports, savings trackers, all that.

Find them in the Templates section, import one you like, then customize it however you want. Click on any block to see how it works and change the settings.

Types of blocks:

• Single Number – Shows one big number (like your total balance). Can be plain text or a cool gauge chart.

• List – Shows a list of stuff (transactions, accounts, spending by category)

• Chart – Visual graphs (line charts, bar charts, pie charts) to see trends and patterns

How blocks work:

Every block has two parts:

1. Data – What information to show (defined by "metrics")

2. Display – How to show it (as a chart, list, or number)

What's a metric? It's just the math behind the numbers. Like "total spending on groceries this month" or "average income per paycheck." You pick what you want to calculate.

Block anatomy (the parts of each block):

• Title – Click it to rename

• Move handle – Six dots in the top-left corner, drag to move the block around

• Settings – Gear icon in the top-right, click to customize everything

• Display area – The actual chart/number/list (click numbers to see more detail)

• Footer – Shows which accounts and time period the data is from

Editing blocks:

Click the Edit button on any block and a side panel opens with all your options:

Block Type: Choose what kind of block it is (number, gauge, list, pie chart, bar chart, line chart)

Data tab:

• Pick which accounts to pull from

• Choose your time range

• Select what metric to show (we have pre-built ones, or make your own custom formulas)

Display tab:

• Change the title

• Pick the size (small, medium, large)

• Choose color palettes for charts

Sharing pages:

Made something cool? Share it. Click the Share button and either:

• Send it to specific people (they'll get an email)

• Make it public so anyone with the link can see it (no login needed)

This is where Munyun gets really fun. Building custom pages is what makes us different from every other boring finance app.

There's way more you can do (we'll cover advanced stuff later), but this is enough to start creating dashboards that actually help you understand your money. Go wild. ✨