Parachute allows you to view high-level insights about your finances directly from the Home page. View charts and graphs based off of your invoices, as well as the income and expense data you enter. To get to the Home page click on Home in the navigation panel.
Invoice Status
View the balance of invoices by status over a selected period of time
- Select the Time Period you want to view from the dropdown
- View the Total Balance of invoices during that time period
- View the total balance of invoices by their current status
- Unpaid
- Dollar amount of invoices that has not yet been paid
- Pending
- Dollar amount of invoices where payment has been made but funds have not yet settled to your account
- Paid
- Dollar amount for invoices that you have received a payment
- Unpaid
Income - Expense = Profit
This graph takes the dollar amount of Income and subtracts it from the the dollar amount of Expenses entered to show you overall profit during this time period
- Select the time period you want to view from the dropdown
- View the dollar amount of Profit over time
- Click Downward Arrow icon to download this data to a CSV file
Income vs. Expense
This graph shows both the sum of Income and the sum of expenses entered during this time period, this is a more detailed view of what you see on the Profit graph
- Select the time period you want to view from the dropdown
- View the sum of Income and the sum of expenses by month
- Click Downward Arrow icon to download this data to a CSV file
Top Expenses
This a pie chart of your top entered expenses during this time period
- Select the time period you want to view from the dropdown
- View your top expenses by %
- Click Downward Arrow icon to download this data to a CSV file
ParaPay Payouts
This chart will show total earnings from credit card and ACH payments during this time period
- Select the time period you want to view from the dropdown
- View your total amount of payouts from credit card and ACH payments
- Click Downward Arrow icon to download this data to a CSV file
My Invoices
This is a calendar view of upcoming recurring and scheduled invoices, as well as a view of past invoices sent and their current status
- Click the < and > icon to view past and future weeks
- View future invoices by type:
- Recurring Invoices
- Scheduled Invoices
- View invoices that have been sent by status:
- Unpaid
- Pending
- Paid
- Click on a specific date to see more invoice details
Edit Home Page
- You can remove charts that you don't want to view by clicking the Edit icon in the top right corner under your name
- Click X at the corner of the chart you would like to hide
- Find hidden charts under the Inactive section at the bottom of the screen and click the + to add it back to your home page
- When you're finished click the Save button at the top right of your screen