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Incoming and Outgoing Report
Incoming and Outgoing Report
Rocío avatar
Written by Rocío
Updated over a week ago

Through this report you will be able to monitor the inflows (income) and outflows (outflows) of money from each of your bank accounts and banks with which you operate.

To access the Inflows and Outflows Report from Analytics you have to:

  1. In the navigation bar, click first on Analytics and then on Reports.

  2. Access Finance and click on Incoming and outgoing payments from the list on the left.

Once you are in the Incoming and Outgoing report, you will be able to:

  • Filter by bank or account: you can choose to see the movements of all banks and bank accounts or just the bank or account you are interested in. Remember that the banks and bank accounts that you have previously linked to your Holded account will appear. If you have not yet done so, we suggest you read: Add and synchronise a bank, a credit card or a savings bank.

  • Temporary queries: you will be able to analyse the progress of incoming and outgoing bank transactions. You can make queries according to the calendar (year, quarters and months) or choose a specific date. And if you want to specify the query even more, you can also choose to view the last months, days or a customised period.

  • Addtags: tags allow you to mark contacts, products, documents and entries within Holded. They are useful for consulting and analysing the information you have added to the platform.

  • Export the Incoming and Outgoing report in Excel and PDF format. When exporting, you will be able to download the complete table or the information you have previously selected.

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