Segment Your Finances

Class tracking adds a flexible segmentation layer to your financial data. While your chart of accounts defines what the money was for, classes define along which business dimension you want to analyze it. Common class structures include product lines, business units, geographic regions, revenue streams, or grant funding sources—but you can define classes around any dimension that matters to your business.

The power of class tracking shows up in reporting. Generate a P&L by product line to see which offerings are most profitable. Slice your balance sheet by location to understand asset distribution. Compare revenue by business unit quarter over quarter to spot trends. All of these views come from the same underlying data, segmented differently based on the question you're asking.

Classes work alongside categories and cost centers for multi-dimensional analysis. A transaction can be categorized as "Marketing," allocated to the "West Region" cost center, and classified under the "Enterprise" product line—giving you three different lenses to analyze the same expense. This dimensional flexibility means FiscalInsights grows with your business's analytical needs without requiring you to restructure your chart of accounts.