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August 4, 20266 min read

Add and remove widgets from the Marketplace

You can change the sections on your Overview page. Open the Marketplace, add a widget you like with one click, remove the ones you never use, and see which ones come with Pro before you add them.

Available on all plans
The Marketplace is open on every plan; some of the widgets in it come with Pro and above.
FreeProBusinessEnterprise
1Open the Marketplace2Add the ones you like3Remove what you do not use4Is everything free?

The sections waiting on your Overview page are a starter set. In the Marketplace you can change that set to suit you: quick note, streak, budget status, news and markets and more are waiting there. In the four steps below you will add a widget, remove one you never use, and see which ones are free. If you are setting Overview up for the first time, start with Set up your Overview page.

1
Open the Marketplace
On a computer the four-square icon in the top bar opens the Marketplace. In Overview's edit mode, you can also get there by tapping the dashed + Add widget box at the end of the page. On a phone that icon is not in the top bar; there you use the Marketplace row in your profile menu.
You will see a card for each widget, free ones first, then Pro, then Business. The All · Free · Pro · Business tabs at the top narrow the list, and the buttons beside them switch between card view and list view. On top of each one sits that widget's preview, so you see how it will look on your page before you add it; below it you read the name and the single line that says what it does, and the button at the bottom is where you decide. A green Installed badge in the corner means the widget is already on your Overview page.

Marketplace

Build your Overview with widgets

Widgets you add show on your Overview. Remove any you like, and adjust their order and width in edit mode.

AllFreeProBusiness
Thursday, October 1518:12

Good evening

You have 2 events today · finish the day strong
Austin · Based on your location
⛅21°C
Partly cloudy
↑23° ↓14°Feels like 20°
19:00⛅20°
20:00☁️19°
21:00☁️18°
22:00🌙17°
Installed

Weather and Welcome

A sky that follows the time of day, a personal greeting, a live clock and a location-aware weather card.

RemoveDeveloper: Pumpynotes
Add eventAdd transactionNew note
Installed

Quick Actions

Shortcuts to create events, transactions and notes.

RemoveDeveloper: Pumpynotes
Installed

Upcoming Events

Lists your events for the range you pick, starting today.

RemoveDeveloper: Pumpynotes
Installed

Mini Calendar

Month view with per-day event and transaction counts plus a quick peek.

RemoveDeveloper: Pumpynotes
📒
✈️
💡
Installed

Notes

Shows your top-level notes with covers and favorite shortcuts.

RemoveDeveloper: Pumpynotes
✓
Installed

Today's Agenda

A checkable list of today's events.

RemoveDeveloper: Pumpynotes
The Marketplace: one card per widget, adding and removing take one click
2
Add the ones you like
On the card, just press Add. A short confirmation appears and the widget joins your Overview page right away; there is nothing to save.
The new widget is added at the end of the page, so the layout you built stays intact. If there is an empty spot higher up and the new widget fits there, it fills that gap. To move it up or change its size, go back to Overview and enter edit mode; Set up your Overview page walks you through it.
Installed

Wallet

Your total balance and latest transactions at a glance; your budget lives next to your calendar.

RemoveDeveloper: Pumpynotes
↵

Quick Note

Type what's on your mind and hit Enter: a new note is created instantly. The don't-lose-the-idea box.

AddDeveloper: Pumpynotes
🔥7

Streak

How many days in a row you completed every event. Keep the flame alive.

AddDeveloper: Pumpynotes
The moment you press Add, the widget goes onto your Overview page
3
Remove what you do not use
If a section is crowding your page, press Remove on its card and it leaves Overview at once. Nothing of yours is deleted: your budgets, notes and events stay exactly where they are, only the box leaves your page. You can do the same with the X in Overview's edit mode; on a computer, the Undo that appears there puts the widget back in its old spot.
If you change your mind, you can add it back from the same card. This time it goes to the end of the page, not to its old spot, and its size goes back to the default.
4
Is everything free?
Nine widgets are open on every plan: weather and welcome, quick actions, upcoming events, mini calendar, notes, today's agenda, wallet, quick note and streak. So the free plan is enough to build your whole Overview page.
Ten widgets come with Pro: news and markets, event heatmap, spending radar, upcoming payments, budget status, spending heatmap, balance forecast, subscriptions, my holdings and this week. Eight more come with Business: team agenda, shared feed, team wallet, weekly team load, team board, team availability, receivables and project budget. Tap the Pro or Business tab at the top to see only the cards that come with that plan.
If your plan does not cover them, the cards still stay in the list but look locked: the cover is blurred, it reads Included with Pro, and instead of Add you see an Upgrade to Pro button. That button takes you to the page where the plans are compared. Upgrade and those cards behave like every other one; you still decide which to add, none of them are added to your page automatically.
AllFreeProBusiness
📰▲
💵▼
📈▲

News and Markets

Pro

Latest headlines from your sources plus live currency, gold and crypto rates.

AddDeveloper: Pumpynotes
Installed

Event Heatmap

Pro

A day-by-day density map of recent and upcoming weeks: busier days show darker, click to jump to the calendar.

RemoveDeveloper: Pumpynotes
Installed

Spending Radar

Pro

This month's spending by category on a radar chart, with last month as a dashed outline behind it - the shift is visible at a glance.

RemoveDeveloper: Pumpynotes
Pro tab: only the widgets that come with Pro are listed
The widgets you pick are saved to your account, not to a device. One you add on a computer shows up on your phone too, and the same set follows you when you switch workspaces. Pro and Business widgets only show up if the plan of the workspace you switch to allows them.

Frequently asked questions

Can I add the same widget twice?
No, a widget appears once on your page. A card is either Add or Installed; no second copy is created.

Do other people in my workspace see what I added?
No. Your widget selection is personal: two people in the same workspace can run completely different sets, and nobody changes anybody else's Overview page.

Do new widgets land on my page by themselves?
Mostly, no. The widgets you added do not change by themselves; to try a new widget you add it from the Marketplace. There are two exceptions. If you have never changed your Overview page, a widget that joins the starter set later shows up on your page on its own. And on the free plan you may now and then see a locked Pro widget preview on your Overview page; choose Not now and it stays away for 14 days.

Can I add and remove from my phone?
Yes, the Marketplace opens on a phone too and the cards stack in one column. For how Pumpynotes works on a small screen, see Pumpynotes on phone and tablet.
#Marketplace#Widget#Overview#Pumpynotes
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In this series
  1. Follow the news and markets
  2. Quick start with Pumpynotes
  3. Set up your Overview page
  4. Add and remove widgets from the Marketplace
  5. Search and commands
  6. Pumpynotes on phone and tablet
Up nextSearch and commandsThe box that opens with Ctrl + K (Cmd + K on a Mac) finds your notes, events, transactions and wallets in one place; from the same box you jump between pages and create a new note, event or transaction.3 min read
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