Reports & Insights
Available
Insights
Net income trends, income versus expenses charts, and a full-page account distribution view.
1 min read
The Problem
The dashboard is great for a quick check-in, but when you want to understand trends across months or see how money moves between accounts, you need more room to explore.
What it is
Insights is a dedicated page with net income KPIs, an income-versus-expenses chart, and an account distribution tab. The distribution view uses the same Sankey-style flow as the dashboard, at full page scale so you can read labels and follow categories more easily.
Why it matters
You can spot whether spending is climbing, income is covering expenses, and which categories or accounts drive the biggest changes, without exporting to a spreadsheet.