Insights
Reports answer the questions you ask. Insights raise the ones you didn't.
What Insights does
Insights runs analysis over your transaction history and surfaces what it finds as short, plain observations: a category trending up, a budget consistently missed by the same margin, an income pattern shifting, a transaction that does not fit your habits. The analysis refreshes periodically and when you log in, so the page reflects recent history without you scheduling anything.
Reading the page
The top section, Most Relevant, holds the five highest-confidence observations, the ones worth a look even on a busy day. Below it, everything else groups into five themes: Spending Patterns, Budget Adherence, Income & Cash Flow, Net Worth & Trends and Anomalies. Each insight carries a severity, and each can be dismissed once read; dismissal snoozes that insight for a month, though it returns sooner if the number behind it moves sharply. To teach the page something durable, use the feedback controls instead: muting an insight type for a category switches it off there permanently. The dashboard's Insights card mirrors the top of this list.
A word on anomalies
The anomaly group flags charges that sit far outside your history with a payee, several times your usual amount there. It needs a few transactions at that payee before it can tell usual from unusual, so new merchants get a grace period by construction. Most anomalies have boring explanations, and dismissing them takes a second. The one time in fifty it is a price hike you missed or a charge you did not make, the flag earns its keep.
Insights inherit your data quality
What next
When an insight deserves a deeper look, the matching report is the next stop; the tour maps which one. And the drilldown turns any surprising number into its underlying rows.