An introduction to the Overview

The Overview screen in FreeAgent gives you a snapshot of your business, using a series of different financial overview panels.

initial_view

Changing the Overview display

You can customise your view of the Overview screen so that the features are displayed in a way that works for you. If you want the Tax Timeline to be displayed at the top so that you never forget to pay your tax bill again, for example, just select the grey bar at the top of that panel...

tax_header

...and drag it up to the top.

tax_at_top

I can't see the Tax Timeline

It's next to the profit and loss tab.

tax_timeline_tab

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