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For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/reports/insights.md).

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](https://docs.kick.co/common-workflows/transactions) by transaction.

## 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.

## 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.

## 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.

## 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.

## 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.

## Export

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

Last updated 18 days ago