Read the Insights dashboard
Understand balances, trends, reporting shortcuts, and where to go next from the landing page.
How to use this
Choose date range
Use the range selector before reading totals.
Read balance summary
Check current balance, opening balance, and movement for the selected period.
Open reports
Use Financial Statements shortcuts for Trial Balance, P&L, Balance Sheet, and CA Export.
Review trends
Use charts and summaries to spot unusual movement.
Export only after checking
Export after confirming date range, filters, and currency.
Guided walkthrough
Insights walkthrough
Open app to use guided helpDetailed guide
Confirm range first
Insights totals depend on the selected period. This month is not the same as lifetime position.
Use Financial Statements for accounting reports
Insights is a dashboard. Trial Balance, P&L, Balance Sheet, and CA Pack belong to Financial Statements.
Check warnings
If report warnings exist, fix mappings before relying on exported output.
Before you finish, check this
- Date range is correct.
- Currency display matches base/selected currency.
- Report warnings are handled.
- Export contains expected sections.
Common mistakes to avoid
- Reading current month movement as lifetime profit.
- Ignoring opening balance.
- Exporting before fixing source/category mapping.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /insights
Tags and coverage
Group: Review. This article is public help and does not access account data.