Meet Transaction List cards on dashboards - a new way to view granular detail at a glance. This feature allows you to effortlessly monitor key transactions across your Profit & Loss (P&L) and Balance Sheet accounts. Plus, we've added the ability to drill down into transactions across accounts on your dashboard. Let's dive in.

Thanks to the Transaction List card, you can now clearly see the largest transactions taking place in your most important accounts, ordered from largest to smallest for your convenience.

What's more, you can now drill down to the daily transaction level on all cards. Just click on the line or bar in your graph, and voilà!

When you add a new card to your dashboard, you'll see that you have the option to select "Transaction List" as your source type. If you select Transaction List, you will then be prompted to select P&L and Balance Sheet accounts, and you can choose from totals in each statement. This will then generate a miniature version of the transaction list, showing you exactly what makes up the account.

You can also select an entire category to pull through all the underlying transactions for that category.

Incorporating Transaction List cards into your dashboard provides a more streamlined and insightful way to monitor your financial data. With the ability to see and drill down into your largest transactions, you’ll have a clearer view of what's happening in your most crucial accounts, all from one convenient place.

Whether you're tracking key P&L or Balance Sheet items, this feature allows you to make quicker, more informed decisions with ease. Take full advantage of this functionality to simplify your financial management and stay on top of your business’s performance.