Knowledge Base Getting Started Frequently Asked Questions

An introduction to the Overview screen

This article explains how the Overview screen in FreeAgent works and how you can customise the information that you see.

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

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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, for example, just select the grey bar at the top of that panel and drag it to the top of the screen.

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