Insights

Insights are where your data becomes useful.

Rather than rows of numbers, this section surfaces patterns and trends drawn from what you have recorded across activity, planned money, holdings, and debts:

• Cashflow — how money moved in and out over a period
• Net worth — your overall position, updated as things change
• Forecasts — where your current plans and spending are heading
• Breakdowns — how your money is concentrated, and why that matters