# Insights

Insights is your live cash flow dashboard. It shows how money has moved through your business over any period - broken down into cash in, cash out, and net cash flow - with a chart you can drill into [transaction](/common-workflows/transactions.md) by transaction.

{% hint style="info" %}
Insights is a cash movement view built for business owners. It's different from the formal [**Cash Flow Statement**](/reports/cash-flow.md) under Accounting, which is an accrual-based accounting report. If you're looking for a report to share with a lender or investor, use the Cash Flow Statement. If you want to understand your day-to-day cash picture, use Insights.
{% endhint %}

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### What you're looking at

Insights organizes your financial activity into sections:

* **Cash in** - income received: revenue, customer payments, refunds collected
* **Cash out** - money spent: all operating expenses by category
* **Capital** - money moving in or out that isn't operating income or expense - transfers, loan payments, owner contributions and distributions
* **Net cash flow** - the total change in your cash position for the period

Each section is expandable - click into any category to see the individual transactions behind the number.

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### The chart

The chart at the top visualizes your cash movement over time. Use the **Cycle** dropdown to aggregate by week, month, or year. Click any bar or line segment to filter the table below to that period.

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### Filters

Use the filters at the top to narrow your view:

* **Date range** - default is year to date; adjust to any period
* **Entities** - view one business or all of them combined
* **Accounts** - focus on specific bank or card accounts
* **Classes** - filter by department, location, or project (Plus plan)

Your filter settings are saved automatically and persist when you return.

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### Drill into transactions

Click any cell in the table to open a drawer with the underlying transactions for that category and period. From there you can review, edit, or take action on individual transactions without leaving Insights.

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### Compare periods

Use the comparison columns to see how the current period stacks up against the previous one - both the dollar change and the percentage change are shown side by side for every row.

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### Export

Click the export button to download your Insights data as an Excel file.