About the Business Insights tabs
Profitability Details
This tab displays graphs comparing income and
expenses, the cumulative profit and loss and the budgets and actuals of
your top ten expenses. You can use this information to:
- Compare income against expenses You can compare the profit and loss of your previous financial year against your current one, and project your profit and loss for the next financial year.
- Identify excessive spending and budget blowouts Compare the actual balances of cost of sales accounts against their budgets.
Account Details
This tab displays the balances of your bank and credit card accounts and shows your total assets and total liabilities. You can use this information to:Identify excessive debt Compare assets against liabilities.
Organise your funds
Check the liquidity of your assets; prioritise your liability repayments.Check account balances
Before making a large payment, ensure that the account it is drawn from has sufficient funds.
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