# 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="/files/S2TDaFLMcMqqIUE0ihcC" 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.

![](/files/1DGJ2GKsehF3tghX9xNc)

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

<figure><img src="/files/ROus6Ftn2aSHvy9Cv4Bo" alt=""><figcaption></figcaption></figure>

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

![](/files/yuBOBBeKeua0H0wd2s3W)

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://multis.gitbook.io/guide-and-legal/financial-backbone-for-web3-companies/tracking-and-bookkeeping/insights.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
