What do the Checks insights show?

Q: What does the Checks insight show?

Open the Insights tab and go to Checks. Across the top are totals: number of checks, outflow, inflow, accounts, and payees. Below that: Payee concentration, checks grouped by who they were written to and ranked by total, so a heavily paid party stands out Sequence gaps, missing check numbers within each account's range, which is how you spot a check that never made it into the statements Largest checks and Round-number checks, the outliers worth a second look Timeline, check volume and value by month

Q: How do I find missing check numbers?

The Sequence gaps section does this. CounselPro sorts the check numbers it found for each account and reports the numbers missing between them. A gap can mean a check the client wrote that is not in your statements, which is worth chasing down. It is careful not to cry wolf: it needs at least a couple of checks in an account to judge a sequence, it drops misread numbers, and a big jump between checkbooks is treated as a new series rather than a gap. Checks are analyzed on their own because a cleared check already counts in the transaction ledger. Listing them again would double-count the money, so these insights are about the checks themselves, not their ledger impact. Checks live on their own tab on purpose, so if you are wondering why checks don't appear in the ledger, that is by design. If a project shows no checks, or checks were added since the last analysis, regenerate insights to include them. To resolve a check whose direction is unknown, see how to review a flagged check.

Last updated July 4, 2026

The Checks insight in CounselPro surfaces who checks were written to, gaps in the check-number sequence, the largest checks, and check volume over time.

Checks tell their own story: who a client paid, and whether any checks are missing from the sequence. The Checks insight pulls that together, separate from the transaction ledger.

What does the Checks insight show?

Open the Insights tab and go to Checks. Across the top are totals: number of checks, outflow, inflow, accounts, and payees. Below that:

Payee concentration, checks grouped by who they were written to and ranked by total, so a heavily paid party stands out
Sequence gaps, missing check numbers within each account's range, which is how you spot a check that never made it into the statements
Largest checks and Round-number checks, the outliers worth a second look
Timeline, check volume and value by month

How do I find missing check numbers?

The Sequence gaps section does this. CounselPro sorts the check numbers it found for each account and reports the numbers missing between them. A gap can mean a check the client wrote that is not in your statements, which is worth chasing down.

It is careful not to cry wolf: it needs at least a couple of checks in an account to judge a sequence, it drops misread numbers, and a big jump between checkbooks is treated as a new series rather than a gap.

Note

Checks are analyzed on their own because a cleared check already counts in the transaction ledger. Listing them again would double-count the money, so these insights are about the checks themselves, not their ledger impact.

Checks live on their own tab on purpose, so if you are wondering why checks don't appear in the ledger, that is by design. If a project shows no checks, or checks were added since the last analysis, regenerate insights to include them. To resolve a check whose direction is unknown, see how to review a flagged check.

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