Modify Insight
‘Income’ calculation
Move a transaction to a different category
Start day of the month
Is the calculation of your ‘Income’ incorrect? You can modify a calculation as follows:
- Click on ‘Go to Insight’ below
- Select ‘Income’
- Click on the 3 dots at the top of the list
- Select ‘Select income’
Is a transaction in the wrong category? You can move a transaction as follows:
- Click on ‘Go to Overview’ below
- Select your account and the transaction you want to move
- Click on ‘Change category’
The total amount of both categories will be adjusted accordingly.
The overview always displays 1 month. You set the date when your month starts yourself. Do you have a monthly income? If so, set the period to ‘Automatic based on income’. Set the start day of the month as follows:
- Click on ‘Go to Insight’ below
- Click on the 3 dots on the right next to ‘Income and spending’
- Select ‘Select start day of the month’.
Switch off Insight
To switch off Insight, click on ‘Switch off Insight’ below and scroll down to ‘Settings’. Select ‘Frequently asked questions and Switching off Insight’ and click on the green switch under 'Financial insights and predictions’. The switch is now gray.
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