Accounts Overview is the broad money picture for the current filters. It is the screen to use when you want a fast answer to how much came in, how much went out, and what is left as profit before you dive into specific ledgers or reports such as Transactions List or Reporting Overview.

Filters At The Top

Date range: The calendar includes quick ranges such as Today, This Month, Last 12 Months, and All Time. Everything on the page refreshes against that same range.
Period: Switch between Daily, Weekly, Monthly, and Yearly depending on how much detail you want in the table below.
Business: If your login can see more than one business, use this to decide whether you are looking at one business or a combined picture.
Clear filters: This resets the screen back to its default daily view and default date range.

Details Tab

Total Income: All income in the current filter window.
Total Expenses: All expenses in the same window.
Total Profit: Income minus expenses.
Profit Margin: Profit shown as a percentage of income, which is useful when turnover is rising but profit is not keeping pace.
Period table: The table underneath breaks the filtered data into period rows so you can spot stronger and weaker stretches rather than relying on one overall total.

Export Tab

Switch to Export when you want a CSV of the current view. The export follows the same date range, period, and business filters you already chose on screen, so it is worth setting those first before downloading anything. If you need a more report-specific export, move on to Reporting Overview instead of relying only on this summary screen.

How This Differs From Deeper Reporting

Overview is the quick management view. It is designed to answer broad questions fast. If you need to inspect the transactions making up the totals, or work with one accounting area in detail, move on to more specific screens such as Transactions, Expenses, or Reporting.

Transactions List: Use this when you need to inspect the ledger lines behind the totals.
Expenses List: Useful when the spending side of the overview is what needs attention.
Net Cash Flow Card: Good if you want to compare the dashboard snapshot against the fuller accounts view.

Filters At The Top

Details Tab

Export Tab

How This Differs From Deeper Reporting

Related articles

Subcategories

Articles

Accounts Overview