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.

For better insights, filter the results based on the wallet and the period of tracking the most suitable for your case but also categories.

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

Step 4 - Visualize the In & Out table

Step 5 - Visualize the Breakdown By Category graph.

In order to get better insights, make sure to categorize all transactions.

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