Understanding Historical Trending

Eddie Davis -

As you add historical data to the system, FINSYNC is able to present historical trending from both a cash in/cash out perspective and a net worth perspective.

Follow these steps to view your trending reports:

1)  Select "Cash Flow" from the dropdown menu of the "Dashboard" tab.


2)  Change "Period" from "Current Month" to the time period you want to see.


2) The top chart represents cash in and cash out by month, with a 

3) The bottom chart represents net worth as well as assets, liabilities and cash.

4) Toggle the cash flow dropdown to view other time periods.



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