How do I change the date range shown in Insights?
Changing the date range in Insights
You can change the date range that Insights uses to show the data for your business account. To get a breakdown of your balance or cash flow in Insights over a certain period, follow these steps:
On the app:
Go to the Insights tab in-app
Select the relevant account(s) and Pots (if applicable) by tapping at the top where it says 'Business account'
Then select the date range (tap in the top right of the screen)
Select the period you want to see; month, year or UK tax year. On the Year tab, you can choose what date the month/year starts from.
On a web browser:
Go to Insights (on the left hand side of the Home screen)
Click on the calendar in the top right of the Insights screen
Choose between month, year or tax year. On the month and year tab, you can choose what date the month/year starts from.
If you are still having trouble with this, please let us know in chat!
