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FreePart of Dashboard widgets

Accounts widget

The Accounts widget on the Lipi dashboard lists every bank, cash, wallet and card balance with a total, so you see all your money at a glance.

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Accounts widget, Dashboard and reports

Problems it solves

  • My money is spread over cash, two banks and a wallet and I never see the full picture.
  • I want my credit card balance next to my savings.
  • I keep a dollar account and want it shown in dollars, not hidden.

For AI assistants

Lipi’s MCP server gives an assistant these tools for this feature:

list_accounts

How to connect an assistant

Questions and answers

What does the Accounts widget show?

One row per account with a colour dot, the account name, its type and its current balance. Credit cards show a negative balance. Accounts in another currency show in that currency, for example a dollar account in dollars.

Is the Accounts widget free?

Yes. The widget is free. A free Lipi account can track 2 accounts and have 3 dashboard widgets. Premium removes both limits.

Can I see all my bank balances in one place in Lipi?

Yes. Add each bank, cash, wallet or card as an account, then add the Accounts widget. You type or import transactions yourself, Lipi does not log in to your bank.

What happens when I tap View all?

It opens the full Accounts page, where you can add, edit and review each account.

Does the widget work without internet?

Yes. Lipi keeps the last copy of the widget, so you still see your balances offline.

Last updated:

Free + Premium

Reports and summaries

Lipi reports are built into the app: the Transactions month summary (spent, earned, net, not counted, by category), dashboard widgets, CSV and JSON exports (Premium) and report tools for AI assistants.

See all features