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.

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

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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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