# Insights

With the insights tab, you can now monitor your company cashflows and track your spending using the most important KPIs for your finances

* **Step 1 -** Click on "Insights" on the left-side toolbar.
* **Step 2-**  Visualize the most important metrics.

<figure><img src="https://3235896353-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWt8di7pt4heDCdwbVGnj%2Fuploads%2FMklPgDlW99CBYJDN8ztR%2FScreen%20Shot%202022-09-22%20at%2014.20.41.png?alt=media&#x26;token=9254cab2-c24d-4518-9358-097f25c85484" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For better insights, filter the results based on the wallet and the period of tracking the most suitable for your case but also categories.&#x20;
{% endhint %}

* **Step 3 -** Visualise the Money In & Money Out graph.

![](https://3235896353-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWt8di7pt4heDCdwbVGnj%2Fuploads%2F1Z18Sf7HuWasXJ4SEoyd%2FScreen%20Shot%202022-09-22%20at%2014.21.20.png?alt=media\&token=944e0fdd-3700-48e7-aa89-654dd898ad60)

**Step 4 -** Visualize the In & Out table

<figure><img src="https://3235896353-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWt8di7pt4heDCdwbVGnj%2Fuploads%2F3tdOAlGz0ZoWkzV4CMPY%2FScreen%20Shot%202022-09-22%20at%2014.21.48.png?alt=media&#x26;token=bcced164-88ea-49d3-9346-9e9ccbfbd5d2" alt=""><figcaption></figcaption></figure>

**Step 5 -** Visualize the Breakdown By Category graph.

![](https://3235896353-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWt8di7pt4heDCdwbVGnj%2Fuploads%2FRyp0pWvAI7rcIAeHlEFd%2FScreen%20Shot%202022-09-22%20at%2014.22.16.png?alt=media\&token=b907fc26-c344-4632-bf30-30c49cce899e)

{% hint style="info" %}
In order to get better insights, make sure to categorize all transactions.
{% endhint %}