The figures are only as good as what has been recorded, and most of what degrades them is a week of uncategorised transactions rather than anything structural.
A short routine holds it together.
Clear the review queue
Uncategorised transactions are not missing from totals; they are missing from the breakdown, so any category they belong to is understated until they are assigned — see uncategorised transactions.
Done weekly this is a few minutes. Left for a quarter it becomes a task nobody starts.
Check every connection is still delivering
Sources shows when each one last brought data in. A connection that lapsed a fortnight ago produces figures that look plausible and are two weeks behind.
Connections lapse for ordinary reasons and reconnecting takes a moment — see a connection asks to be reauthorised.
Look at what is owed to you
Newly overdue invoices are the ones most likely to be collected, and recovery rates fall sharply with age — see money owed to you and collections.
Look at what you owe
Bills due in the coming weeks, against the cash expected to arrive — see bills you owe.
Read the action plan
The action plan is the shortest useful answer to what needs attention, sorted by urgency, and it is built from everything above.
Monthly rather than weekly
Runway, margins, and the comparison against the same month last year. These move slowly enough that reading them weekly produces noise rather than information.