What is Insights and how does it work?

The Insights section provides valuable financial data to help you better understand your business’s performance and trends.

Based on the way you’ve categorised your transactions, you’ll see visual charts and breakdowns for key metrics, including:

• Cash Flow

• Net Profit

• Revenue

• Expenses

Each chart includes a detailed breakdown of the transactions that contribute to it.

To view your insights go to Admin > Insights, then tap View details on any chart to explore further.