Insights

Insights and Activity use the same period-aware ledger query, so chart totals and transaction rows stay aligned. Salli Insights screen showing period and account filters, category composition, and expense totals

Filters

Choose:
  • current payday cycle;
  • this week;
  • this month;
  • this year;
  • last 30 days;
  • all time;
  • an exact custom date range; and
  • all accounts, Cash, or one wallet.

Category composition

Switch between Expenses and Income. The chart shows the total and category share. Tap a category row to open the exact filtered Activity evidence.

Cash flow

Review confirmed income, expenses, and net movement for the period. Transfers are excluded.

Previous-period comparison

For bounded periods, Salli compares the current window with the immediately preceding matching window. It shows direction and amount changes and the largest expense-category driver when available. Choose 3, 6, or 12 months. The chart uses the same account filter and plots income and expense for each month. Tap a month to open its review.

Categories over time

Select up to three of the available categories to compare monthly spending. Legend names remain visible and the chart is localized.
If a chart seems inconsistent, use its category or period drill-down. The resulting Activity list is the exact evidence used for that visual.