The visuals give you a clearer look at your entries and categories and the weight each one holds. To open your visuals view: On the right side, find the button labeled “Visuals” Clicking t...

The Pattern Finder helps you monitor and visualize patterns in your payee/categorical transactions.. First, select a category or payee: On the left-hand side, use the drop down to select a category. O...

The Payee Chart organizes your entries by payee. To pull up all the entries of a specific payee: Click on the amount by the payee you want to view. You will see a screen of all the entries for that pa...

Another way to visually view your cash entries is in the Category Charts. Accessing the Category Charts: Go to Visuals, and then select on Category Charts. Here you will see your cash-ins and cash-out...

Once your cash entries are entered, the Visual Repeat Details area will give you a visual way to measure your cash. To see your Cash-In Entries in a bar graph: In Section 1, “Select Repeat Type,...

Runway Report The runway chart displays past and projected cash balances in a specific time basis. The cash balances are illustrated in a line graph and cash-ins and cash-outs are reflected in bar gra...