Insights

This doc will teach you how to view insights into your Accounts data that is in Cash Compass. This will include:

1. Viewing your latest Account balances
2. Viewing your Account balances over time

Viewing your latest Account balances

1. Open the Accounts menu in the top navigation bar and click on the All Accounts link.
2. This page will show your net worth at the top of the page and a list of all your Accounts below. The list of Accounts will show the latest balance for each Account and the last updated date.

Viewing your Account balances over time

1. Open the Accounts menu in the top navigation bar and click on the Insights link.
2. This page will show your net worth over time and a list of all your Accounts below. The list of Accounts will show the historical balances and the latest balance for each Account.

info

Balances previously recorded on Accounts marked as Closed will be included in the historical balances.