Project Insights: spending, income, merchants, anomalies, and duplicates

A project's Insights tab is now a dashboard for reading a client's money at a glance, before you ever open the ledger.

• Spending and income. See spending by category, then click any category to drill into its month-by-month trend. A merchants view ranks the businesses a client paid, and clicking a bar, point, or row opens every transaction behind that merchant. A separate income view charts monthly income over time.

• Anomalies. A dedicated section flags the transactions worth a second look: statistical outliers by category, round-number amounts (exact multiples of $100), and weekend activity.

• Duplicates. Likely duplicate transactions are grouped together, and each group has a one-click action to clear the whole group at once instead of hunting one at a time. Deletions are permanent, so review a group before you clear it.

The spending and income views filter by date range, and the table behind each view exports to CSV for an exhibit.