ViewPoints
ViewPoints provide insight into an account immediately without needing to generate a report or navigate to another screen. They are updated real-time as the account data is changed. ViewPoints are interactive, allowing you to find information extremely quickly. They use simple popup selections and sliders to quickly and effortlessly change what data the ViewPoints are displaying.
ViewPoints differ from reports in that they are intended to provide information that is most useful to you for keeping up with your finances on a daily / regular basis. They are not intended to provide extreme historical analysis of an account or multiple accounts. Reports are intended to provide a deeper analysis. ViewPoints will typically display up to a year of data, but it can vary depending on the ViewPoint's purpose.
ViewPoint settings are saved on a per-account basis, so you can setup a view for each account that provides unique insight into the data for that type of account. For example, a savings account may want to provide a historical budget ViewPoint, but a checking account may want to show the last 3 months of category spending for the selected transaction.
There are two sets of ViewPoints, one set is anchored on the left-hand side of the application screen and the other set is able to be toggled between the right-hand side of the application and the bottom of the application. To toggle your ViewPoints from the right-hand side of the application to the bottom (and back again), click the toggle icon () located at the bottom right-hand corner of the application.
Double-clicking on the divider between ViewPoints (or any divider at all) in Prospects™ will cause the divider to become centered (if possible).
To hide one or both sets of ViewPoints, click the hide icon ( or
(depending on the position of the ViewPoints in the application)) located at the bottom of the application.
You can bring your ViewPoints back into view at anytime by clicking the show icons ( or
(depending on the position of the ViewPoints in the application)) located at the bottom of the application.
You can access the different ViewPoint two different ways: 1) you can click the the left-right arrows () at the top of a ViewPoint to scroll through each one or 2) you can click on the up-down arrows (
) at the top of a ViewPoint to highlight and select the ViewPoint you would like to immediately move to.
The available transaction ViewPoints along with a description of each are listed below.
The Category Breakdown ViewPoint shows you the percentage breakdown for your money according to the categories assigned to your transactions. You can view the category breakdown for both payments and deposits or charges and payments for credit card accounts.
If you hover your mouse over a pie slice, it will highlight the associated category name in the legend. Also, if the category has subcategories assigned, you can drill down to view the category breakdown for the subcategories as well. To return to the main category once you have drilled down, click the back arrow (
).
If a category is less than 5% of the category total, you will see the pie slice but not the allotted percentage amount.
The Recent Transactions ViewPoint displays the recent transactions that match the payee or the category of the transaction highlighted in the transaction table. To toggle between the payee and the category for the transaction that is selected, utilize the drop down menu at the top of the ViewPoint. For example, below is a screen shot of a Recent Transactions ViewPoint that has a "Clothing Store" entry selected in the main transaction table. The ViewPoint has recent transactions for the category of "Bills:Clothing" shown:
To switch to the specified payee for the transaction highlighted in the main transaction table, click the drop down menu at the top of the ViewPoint and then select the payee. The ViewPoint will then show you all of the transactions from that particular payee for the time frame specified:
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You can use the slide at the bottom of the ViewPoint to adjust the timeframe as needed.
The Balance History ViewPoint shows the balance of a the selected account for a given timeframe. This ViewPoint also shows you the high and low for that account.
You can use the slide at the bottom of the ViewPoint to adjust the timeframe as needed.
Category / Payee Totals ViewPoint
The Category / Payee Totals ViewPoint shows you the total amount spent or received for a particular category or payee over a given timeframe. You can view the payee or category that is selected in the main transaction table or choose a specific category from the drop down list.
You can use the slide at the bottom of the ViewPoint to adjust the timeframe as needed.
The What's Left Over ViewPoint shows you how much money you have left over at the end of a month. This ViewPoint can show you:
- The total amount of money coming in, going out, and what's left over for a given month (commonly referred to as cash flow).
- The left over amounts for a series of months.
- The cummulative amounts of money left over for a series of months.
Information on the Budget Advisor ViewPoints can be found in the Budget Advisor Help page.