Insights

The Dashboard tells you where you stand today. Insights tells you what's actually going on across the year.

Overview

Year-to-date income, expenses, and net profit, alongside your estimated tax for the year. A 12-month income-and-expense bar chart shows the shape of your year at a glance, broken down further by category, plus a ranked list of your top clients and vendors.

Trends

Shows the quarterly profit next to your estimated tax due each quarter. It accounts for the annual tax-free allowance, which depletes quarter by quarter, so you're never surprised by what's left going into Q4.

Results

A full annual results table: every month side by side, category totals for the year, per-client and per-vendor annual totals, and a complete tax breakdown. It's the closest thing to a year-end report you can generate yourself, in seconds, at any point in the year, and a solid starting point when it's time to file.