Create and use Boards
Save a focused view of your live financial data.
Sign in and connect data. Boards use the information available to your account.
How to do it
- Choose New Board in the sidebar.
- Pick a starter, or describe the financial view you want. Choose the currency, then create the Board.
- Read the generated cards and their date ranges. Use the Board’s editing controls to refine the view.
- Reopen the saved Board from the sidebar. Its actions rename, pin or delete it when you need that.
A Board saves the definition of a view and loads current data each time you open it. It is not a frozen report, and it never tells Nora to move money.
Having trouble?
- If generation fails, try a clearer, narrower description, or start from a starter.
- Different currency or period settings can produce different totals.
- This release has no interactive Board walkthrough.
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