Understand Wallet and Insights
Learn the difference between DMNexa’s lightweight cash-movement records and its read-only order-based business insights.
Wallet records operational income and expenses, settled balance, expected income, and amounts owed. It also supports a starting balance, filters, receipts, and manual material usage. Insights summarizes order patterns. Neither replaces accounting or inventory software.
Wallet and Insights answer different business questions.
Wallet
Wallet shows:
- Main balance from settled income minus settled expenses.
- Expected income that is still pending.
- Amounts the business owes for pending expenses, including payee breakdown where available.
- A filterable list of income, expenses, and pending entries.
Use All, Income, Expense, or Pending to narrow the list. If Wallet is empty, the starting-balance prompt can create an ordinary received income entry so the operational balance begins from the amount the business already has.
Sellers can add transactions manually, attach expense receipts, edit or settle entries, and record material usage between unit-based expenses. A supported connected Shopify store also sends eligible order, refund, and dispute activity into Wallet.
Insights
Open More → Insights. The page is read-only and can show:
- A 30-day order or revenue trend.
- Top repeat customers.
- Most requested item and category.
- Average accepted order value.
- Common pickup or delivery mode.
- Top delivery area and peak order day.
Snapshot cards use recent data and can fall back to all-time data when the last 30 days contain too few orders. The trend chart remains a literal 30-day view.
Fashion boutique example
A boutique can keep a cash-on-delivery sale as pending income until the money is received. If an employee personally pays a delivery or packaging charge, the business can record a pending expense with that employee as the payee. Eligible Shopify online or POS activity can also appear through the supported integration.
These entries help the seller see expected income and amounts owed. They do not automatically reconcile a courier’s remittance, a cash drawer, Shopify fees, or a bank deposit.
Important limits
Wallet is not bank reconciliation or full accounting. Insights describes recorded orders; incomplete or inconsistent order data affects the result. Use them for operational awareness, and keep any legally required financial records in the appropriate system.
Frequently asked questions
Is Wallet accounting software?
No. It is a lightweight operational ledger and does not provide full double-entry bookkeeping, tax filing, or professional reconciliation.
Where does Insights data come from?
It is calculated from the seller's existing order and customer records rather than a separate analytics-tracking history.
This page is maintained from the current DMNexa product behavior. If your screen looks different, check for an app update or contact support.