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QuickBooks
Current Assets (Cash) by Category
This metric categorizes cash items within current assets (e.g., checking accounts, petty cash) to provide a clear view of available liquidity for short-term needs in QuickBooks.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Current Assets (Cash) by Category"?
Current Assets (Cash) by Category aggregates the cash components of current assets—such as checking accounts, petty cash, and cash equivalents—sorted by category in QuickBooks. This metric provides a detailed view of available liquid resources, aiding businesses in managing short-term financial obligations and ensuring optimal liquidity.
Example: A business reviews its Current Assets (Cash) by Category report in QuickBooks after receiving multiple deposits to confirm funds are correctly allocated across various cash accounts.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Current Assets (Cash) by Category in Databox?
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Current Assets (Cash) by Category using Databox, follow these steps:
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1Connect QuickBooks that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Current Assets (Cash) by Category on the Performance screen
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6Get Current Assets (Cash) by Category performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Current Assets (Cash) by Category
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThis metric categorizes cash items within current assets (e.g., checking accounts, petty cash) to provide a clear view of available liquidity for short-term needs in QuickBooks.
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CategoryAccounting
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SubcategoryAssets
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Date Added2016-05-20
Specification
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Metric Typegeneral
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DimensionalYes
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Decimal DigitsYes
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Currency UnitsYes
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GranularitiesDaily, weekly, monthly, yearly, quarterly and all-time.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 36 months ago midnight to now.
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Retroactive Data UpdatesExisting data is purged in favor of the most recent synced data.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphNo
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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Modern BI for teams that needs answers now
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