The Cash Flow graph allows you to see your total income and total expenses across all of your accounts, month over month. By default it is set to display transactions from this month and includes all transactions except Loan or Mortgage accounts, transactions that are categorized as transfers, credit card payment, 401k contribution, Savings, and Securities Trades
Income tab
This tab shows all of your income transactions for a set date range. On the left is a graph showing a breakdown of your income sources. Click on any section to drill further into those transactions and get a more detailed breakdown. On the right is a graph similar to the overview page that shows only income
Expense tab
Similar to the Income tab, the Expense tab shows expenses in both category and month over month graphs. This is a great way to view where your money is going, and is a great help in setting and adjusting monthly budgets.
Tags: Tags allow you to add a note to transactions without setting a category for the entire purchase. Transactions can have multiple tags, but only one category can be applied to a transaction. Note: The Reimbursable tag will remove the transaction from our budgeting tool calculations, so only use this tag on transactions that are truly reimbursable.
A note on transfers and related categories being excluded from the My Cash section: Some transactions are intentionally excluded from the Cash Flow graph and calculations. Transactions that are transfers or payments rather than Income or Expenses are excluded so that the payments or income are not double-counted. For example, if your credit card is linked, your payment to that credit card account will not be included in cash flow, but purchases made with that card will be included. Similarly, the purchase of a home will be included, but the payments to a mortgage would not. Contributions to a 401k or other similar account would not be counted as income because there is not new money coming in to your portfolio, it is simply moving between one account and another.