Once your client has connected their bank account information, this “Financials” tab will show you the latest two years worth of data to review.

Understanding the Financial Tab controls

1. There are currently 5 different reports you can view by clicking on the associated report name in this bar.
2. You can choose which combination of accounts you want to look at for each of your client businesses. As you change selections, the resulting charts will also adjust automatically.
3. You can control what overall time period to want to assess with this control. The resulting data granularity will change as you change your time frame.
   • Looking at the Last 2 Years will show you data on a Monthly basis.
   • Looking at the Last 6 Months will show you data on a Weekly basis. 
   • Looking at the Last 30 Days will show you data on a Daily basis.
4. Some charts have additional controls that you can use to change what you are shown, those will be shown in this zone.