Breakdown Report

This report looks at data in a few different ways. First, you can control whether you want to look at Inflows or Outflows and then subsequently you can group transactions by either Category or Payee. The report will then show you which Categories or Payees have the most overall activity in terms of dollar value for the chosen Time Period. This is helpful when understanding where the majority of a Business’s Inflows or Outflows are sourced from to either drive revenue increases or help control costs.