Business Insights (Mac only)

The AccountEdge Business Insights is designed to give you a new way to review the health and performance of your business. One of the keys to effective financial management is regular monitoring of the factors that determine the success of your business. AccountEdge uses familiar financial ratios applied and your AccountEdge transaction data to graphically display information for easier analysis, providing the ability to spot trends.

AccountEdge uses Account Types to calculate the financial ratios included in the Business Insights feature. To access an Account Type, use the following steps:

  • From the Accounts Command Center, click on the Accounts List button.
  • From the Profile tab, select the Account Type from the drop down menu.

For more information about Business Insights, go to the Help menu and select Business Insights 101 from the Manuals menu.