An IOU being put into a piggy bank

How To Set Up iOS Widgets

September 26, 2023

Utilize widgets on your iPhone and iPad, so you can always know where you stand with your money. Decide for yourself what data is most important to you.

How To Add The Ploutos Budget Widgets On iOS

  1. Confirm you are running iOS 14 / iPadOS 14 or later on your Apple device.

  2. From the home screen, touch and hold an empty area until the apps jiggle.

  3. Tap the ➕ (add button) in the upper left corner.

Jiggle mode
  1. Search for "Ploutos" and tap on "Ploutos Budget"
Search widgets
  1. Swipe through the options and tap "Add Widget" on the one you would like.
    • The Net Worth widget is a simple net worth tracker (size: small).
    • The Category widget shows data about a specific category (size: small, medium).
    • The Budgets widget shows a list of category balances and goal completion for the selected collection (size: medium, large).
Select widget
  1. Tap "Done" in the upper right corner.
End jiggle mode

How To Customize The Ploutos Budget Widget On iOS

The "Budgets" and "Category" widgets are customizable and can be configured by you after adding them to your home screen.

  1. Tap and hold the Ploutos Budget widget.
Widget jiggle mode
  1. Tap edit widget.
Edit widget
  1. Tap "Choose"

  2. Tap the option you want the widget to display.

  3. Tap "Done" in the upper right corner.

Budgets Widget

The Budgets widget shows a list of category balances along with the percentage of the completed goal for the month. It shows the list based on the selected collection. If you have not selected a collection it will show the first collection in your budget.

Category Widget

The Category widget shows data about a specific category. If you have not selected a category it will show the first category in your budget.

Bonus Tip

The "Budgets Widget" shows the categories in a collection in the order of your budget. So if you want to customize what is shown even further you can reorder your categories inside the collection you are displaying inside the Ploutos Budget app.

Check out:

Stacking Widgets

If you have multiple "Budgets" or "Category" widgets you want to display you can create a stack by dragging one on top of another. This will allow you to easily check multiple collections and categories from your home screen without having to open the app.


Looking for more Ploutos Budget tips? Check out: