Fluctuation of account balance per month

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki it is possible to view the monthly fluctuation of the account balance in a specific year for each corporate bank account.

Hover your mouse over the Bank icon on the navigation bar and then click on Balance per month.

The following screen is opened:

You can see the fluctuation of account balances in two different views:

• List view (see screenshot above): by using the filter in this view the account balances can be shown as rounded euros, thousands or not rounded. And of course you also have to select the correct year and administration whereof you want to view the fluctuation of the account balances. By clicking on the bank balance (of an account) in a specific month all bank transactions that are procesed with a transaction date in that month are shown.

  
  

• Graph: by using the filter in the graph all the accounts can be shown separately, stacked or only the total amount of all accounts. And of course you also have to select the correct year and administration whereof you want to view the fluctuation of the account balances.
  
  
  By hovering your mouse over the graph you can view the account balances of all accounts on a specific day. In the graph these account balances are framed or shown in the legend on the right of the graph.