Using Precisa

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  10. Monthly Summary

Monthly Summary

Monthly summary is available in this tab for quick overview of the activities in the account. 

  1. Opening balance amount on the first day of the month
  2. Deposits – sum of credit transactions amount & count. Categories wise distribution of the deposits is also available for deeper understanding of the sources of cash inflow. Refer to “Categories” section for full list of categories automatically detected by Precisa
  3. Withdrawals – sum of debit transactions amount & count. Categories wise distribution of the deposits is also available for deeper understanding of nature of cash outflow. Refer to “Categories” section for full list of categories automatically detected by Precisa
  4. Closing balance amount on the last day of the month
  5. Max EOD balance during the month
  6. Min EOD balance during the month
  7. Avg EOD balance during the month