Summary
Yes, you can save and revisit a Smart Insight result in Nance as analytics or comparison—but this feature is available only for X-tra users.
How This Works in Nance
Nance allows you to save Smart Insight results so you can revisit important analyses without running the query again.
What You Can Save
- Analytics views
- Spending summaries
- Category breakdowns
- Comparisons
- Month vs month
- Category vs category
These saved results act like quick-access insights.
Who Can Use This Feature
- X-tra users
- Can save and revisit Smart Insight results anytime
- Basic (Free) users
- Cannot save results
- Can still run insights, but need to re-query each time
How It Helps
- Avoids repeating the same queries
- Lets you track specific patterns over time
- Gives faster access to frequently used insights
Important to Know
- Saved insights reflect data based on your latest sync
- Requires at least one connected bank account
- Works across all transaction types
See something useful?
Save it—if you’re X-tra.