Insights
Last updated
Last updated
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.
