Account Overview

The account overview shows you all the overdue and upcoming transactions for a given account (client, institution, provider…).

This is a very useful screen to keep your cash-flow data updated, since it gives you a focused view and makes it easier to verify your data. Here is how to reach that screen:

Go to the Account Overview screen

To do that you can either click on a given transaction account’s name like this:

Or you can click on the Account Overview icon:

Select an Account

If the displayed account is not the one you want to investigate, use the account selector here:

Visualize your Account Data

On the screen you will find:

  • A total of all upcoming transactions for the coming year.
  • A total of all overdue transactions, if any.
  • A month-by-month breakdown of upcoming transactions.
  • A list of the upcoming transactions for the coming year.