> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/reports/insights.md). # Insights Insights is your live cash flow dashboard. It shows how money has moved through your business over any period - broken down into cash in, cash out, and net cash flow - with a chart you can drill into [transaction](/common-workflows/transactions.md) by transaction. Go to **Insights** in the sidebar. {% hint style="info" %} Insights is a cash movement view built for business owners. It's different from the formal [**Cash Flow Statement**](/reports/cash-flow.md) under Accounting, which is an accrual-based accounting report. If you're looking for a report to share with a lender or investor, use the Cash Flow Statement. If you want to understand your day-to-day cash picture, use Insights. {% endhint %} *** ### What you're looking at Insights organizes your financial activity into sections: * **Cash in** - income received: revenue, customer payments, refunds collected * **Cash out** - money spent: all operating expenses by category * **Capital** - money moving in or out that isn't operating income or expense - transfers, loan payments, owner contributions and distributions * **Net cash flow** - the total change in your cash position for the period Each section is expandable - click into any category to see the individual transactions behind the number. *** ### The chart The chart at the top visualizes your cash movement over time. Use the **Cycle** dropdown to aggregate by week, month, or year. Click any bar or line segment to filter the table below to that period. *** ### Filters Use the filters at the top to narrow your view: * **Date range** - default is year to date; adjust to any period * **Entities** - view one business or all of them combined * **Accounts** - focus on specific bank or card accounts * **Classes** - filter by department, location, or project (Plus plan) Your filter settings are saved automatically and persist when you return. *** ### Drill into transactions Click any cell in the table to open a drawer with the underlying transactions for that category and period. From there you can review, edit, or take action on individual transactions without leaving Insights. *** ### Compare periods Use the comparison columns to see how the current period stacks up against the previous one - both the dollar change and the percentage change are shown side by side for every row. *** ### Export Click the export button to download your Insights data as an Excel file. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.kick.co/reports/insights.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.