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.