Insights - Building Calculations - Beta

Published October 23rd, 2026 by Valerie Eccles

Introduction If you have set up a Data Model and want to edit it to meet your business needs, you have the option to add Sections, Lines, Calculations, and Titles (titles are informational only). 📗 Insights Setup & Data Model - Beta   Calculation lines hold formulas that can reference other Calculations, Lines, or Sections, as well as GL Account

Sync Insights with AccountsIQ - Beta

Published October 26th, 2026 by Valerie Eccles

Introduction The Data Model and AIQ Your Insights Data Model is built from your chart of accounts in AccountsIQ. When your chart of accounts changes, for example when a GL account is added or a subcategory is deleted, Insights picks up the change and tells you what has happened.  This article explains how the two stay synced, what happens for each t