[No QA] Update help docs for Release 1: Stand up a baseline Insights page by MelvinBot · Pull Request #102832 · Expensify/App

MelvinBot · 2026-10-02T03:47:21Z

Explanation of Change

Release 1 of the Insights project adds a top-level Insights page between Spend and Workspaces. It also moves the Spend-page insights there and moves Account on mobile. The current help docs still send members to Spend > Insights, so this PR updates them for the new page.

Important

Release 1 is behind the insightsPage beta. Keep this PR unmerged until the beta lifts, because the current docs on main still match what non-beta users see.

Insights articles (docs/articles/new-expensify/insights/)

How-to-Use-Insights-in-Expensify.md: rewritten as the Learn about Insights topic article. The URL is unchanged. It explains what Insights are, which four charts the page shows, who can see each chart, and how Insights relates to Spend.
Use-Insights.md (new task article): where to find the Insights tab, the Date, Workspace, and Group currency filters, how to open the expenses behind a chart (View on Spend or select a data point), and FAQs for the common support questions.
Understand-Spend-over-time.md (new topic article): what the headline chart shows, how its totals are calculated, the Group by options (Week, Month, Quarter, Year), and how to read changes in it.
View-the-Top-Spenders-report.md, View-the-Top-Merchants-report.md, View-the-Top-Categories-report.md: rewritten as chart articles. The URLs are unchanged. The old Spend > Insights steps, the previous-month and suggested-search wording, the View switcher steps, and the outdated screenshots are removed. Top spenders and Top categories now state their access requirements.

Other articles

Navigating-New-Expensify.md: adds Insights to the tab list, adds a section on what the Insights tab is used for, and adds Insights to the Search destinations. It explains that Account is now your profile picture in the top-right corner on mobile, and adds a "Where did Account go on mobile?" FAQ. It also fixes the old Settings > Help steps.
Account-Settings.md: explains how to open Account on web and on mobile, and removes the "In the navigation tabs" wording from its steps.
Getting-Started-with-the-Spend-Page.md: adds a "Where did the Insights on the Spend page go?" FAQ.
Expensify-Home-Overview.md: View now opens the Insights page, and the section is visible to anyone on a paid workspace.
Accounting-Search-Shortcuts.md: fixes a link to an Insights anchor that this PR removes.

Checked against the current App code on main

Ranking charts show the top 5 results, not 10. This follows [No QA][Insights] Switch the graphs/tables to top 5 instead of top 10.
Filter labels are Date, Workspace, and Group currency. The chart menu item is View on Spend. Workspace only shows for members of more than one workspace.
Account only moves on narrow (mobile) layouts. On desktop it stays in the left navigation tabs, so the docs keep the desktop steps.
Release 2 adds Compare, so it isn't documented here.

Not in this PR

About 36 other articles still tell mobile users to select Account in the bottom navigation tabs. For example: "In the navigation tabs (on the left on web, on the bottom on mobile), select Account > Wallet." Those steps need one agreed sentence for the new mobile location. That's better done as a separate find-and-replace PR, so this one stays reviewable and doesn't conflict with other doc PRs while it waits for the beta.
Docs updates for E/A#102524 Insights reports now show top 5 results also edits the three Top chart articles. Merge whichever PR is second after resolving conflicts in those files.

Fixed Issues

https://github.com/Expensify/Expensify/issues/687965
PROPOSAL:

PR checklist so the test stops failing

Explanation of Change

Fixed Issues

$
PROPOSAL:

Tests

Verify that no errors appear in the JS console

Offline tests

N/A

QA Steps

Same as tests.

Verify that no errors appear in the JS console

PR Author Checklist

Screenshots/Videos

Co-authored-by: Stephanie Elliott <[email protected]>

stephanieelliott · 2026-10-06T03:02:59Z

@MelvinBot can you please make changes based on the following feedback:

Account does not live in the navigation tabs. Navigation instructions should instead say "Select Account".

Correct: Select Account
Incorrect" In the navigation tabs (on the left on web, on the bottom on mobile), select Account.

compare all articles updated in this PR against the new help site authoring rules in [No QA] Update HelpDot naming, navigation, and capitalization conventions #103116, and apply any relevant changes. EXCEPTION: "Account" navigation instructions should follow the rule above and use "Select Account"
Do not refer to the old UI EXCEPT when answering the questions "where did Account go" or "Where did the insights on the Spend page go?".

MelvinBot · 2026-10-06T03:03:58Z

⚠️ A setup step failed before I could start. This is usually a temporary issue — try again in a few minutes, and if it persists post in #melvinbot-ai.

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stephanieelliott · 2026-10-06T03:06:07Z

@MelvinBot can you please make changes based on the following feedback:

Account does not live in the navigation tabs. Navigation instructions should instead say "Select Account".
- Correct: Select Account
- Incorrect: In the navigation tabs (on the left on web, on the bottom on mobile), select Account.
Compare all articles updated in this PR against the new help site authoring rules in [No QA] Update HelpDot naming, navigation, and capitalization conventions #103116, and apply any relevant changes.
- EXCEPTION: "Account" navigation instructions should follow the rule above and use "Select Account"
Do not refer to the old UI EXCEPT when answering the questions "where did Account go" or "Where did the insights on the Spend page go?".

MelvinBot · 2026-10-06T03:07:03Z

⚠️ A setup step failed before I could start. This is usually a temporary issue — try again in a few minutes, and if it persists post in #melvinbot-ai.

Run details

stephanieelliott · 2026-10-13T05:47:33Z

@MelvinBot can you please make changes based on the following feedback:

Account does not live in the navigation tabs. Navigation instructions should instead say "Select Account".
- Correct: Select Account
- Incorrect: In the navigation tabs (on the left on web, on the bottom on mobile), select Account.
Compare all articles updated in this PR against the new help site authoring rules in [No QA] Update HelpDot naming, navigation, and capitalization conventions #103116, and apply any relevant changes.
- EXCEPTION: "Account" navigation instructions should follow the rule above and use "Select Account"
Do not refer to the old UI EXCEPT when answering the questions "where did Account go" or "Where did the insights on the Spend page go?".

…nsights docs Co-authored-by: Stephanie Elliott <[email protected]>

MelvinBot · 2026-10-13T06:01:58Z

I applied your feedback to all 11 articles in c94a8c6.

Account steps now say "Select Account". I also took Account out of the navigation tabs list.
The rules from the merged authoring PR are applied. That covers select instead of click or tap, More (⋮), the Search icon, lowercase roles, enable and disable for toggles, the selection bar, search fields, title-case titles, and bolded navigation paths.
The old UI is gone except in the two allowed FAQs. I removed the "Why Insights moved out of Spend" section from Learn About Insights. I also renamed the Account FAQ to "Where did Account go?"

I also fixed a Home overview FAQ that still limited the chart to admins, auditors, and approvers. The section above it says anyone on a paid workspace, which matches InsightsSection/index.tsx:19-21.

⚠️ Please confirm one thing. On web, the code still shows Account in the left navigation tabs. See NavigationTabBar/index.tsx:136-140. It only moves to the profile picture on mobile. I followed your rule anyway. The Navigating New Expensify article still says that on mobile, Account is your profile picture.

Not changed

I didn't restructure Getting Started with the Spend Page. It already had several # headings and ### headings before this PR. I only applied the naming fixes there.

I didn't run the spell check because this environment blocked it.

Co-authored-by: MelvinBot <[email protected]>

MelvinBot · 2026-10-13T20:34:59Z

Fixed the failing spellcheck check in cd7715b1.

The image alt text in How-to-Use-Insights-in-Expensify.md had a typo, ![ nsights page…. I changed it to ![Insights page…. I also added a blank line between the image and the --- below it. Without that line, kramdown renders the image line as a heading.

Check independent approval also fails. That check needs a reviewer, not a code change.

Heads up: the image points to /assets/images/insights_charts.png, which isn't in this branch yet. Upload it before merging, or the image will appear broken.

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…e.md

stephanieelliott · 2026-10-14T06:41:15Z

Hey @JmillsExpensify this is ready for you! This PR is mainly to align the Insights hub with the new LHN item, correct any references to Insights on the Spend page, and catch the biggest updates needed for the nav change.

I plan to raise a separate PR to go through and update all the mobile references to Account.

JmillsExpensify

Overall looks good, though I noticed that on https://93ae12ed.helpdot.pages.dev/articles/new-expensify/getting-started/Expensify-Home-Overview the screenshot is still outdated. Are we going to update that after setting these updates live?

stephanieelliott · 2026-10-20T00:50:41Z

@MelvinBot Review the files changed in this PR and list every image referenced in them.

Images are added with Markdown syntax like this:
![alt text]({{site.url}}/assets/images/image-name.png){:width="100%"}

For each image, please include:

File name (the article/Markdown file where the image appears)
Image name (e.g.image-name.png)
Alt text

Only include images in files changed in this PR. Group results by article, and output them as a Markdown table. If an article has no images, omit it.

MelvinBot · 2026-10-20T00:56:03Z

I found 10 images across 8 changed articles. One image, home2.png, has no alt text.

docs/Hidden/View-the-Violations-by-submitter-report.md

File name	Image name	Alt text
View-the-Violations-by-submitter-report.md	violations_by_submitter.png	Violations by submitter report showing expanded row

docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md

File name	Image name	Alt text
Expensify-Home-Overview.md	home.png	Home on New Expensify
Expensify-Home-Overview.md	home2.png	(none) ⚠️

docs/articles/new-expensify/insights/Explore-the-Spend-Over-Time-Insight.md

File name	Image name	Alt text
Explore-the-Spend-Over-Time-Insight.md	insights-spend-over-time.png	Spend over time insight showing monthly spending trends

docs/articles/new-expensify/insights/Explore-the-Top-Categories-Insight.md

File name	Image name	Alt text
Explore-the-Top-Categories-Insight.md	insights-top-categories.png	Insights with Top categories highlighted

docs/articles/new-expensify/insights/Explore-the-Top-Merchants-Insight.md

File name	Image name	Alt text
Explore-the-Top-Merchants-Insight.md	insights-top-merchant.png	Insights with Top merchants highlighted

docs/articles/new-expensify/insights/Explore-the-Top-Spenders-Insight.md

File name	Image name	Alt text
Explore-the-Top-Spenders-Insight.md	insights-top-spender.png	Insights with Top spenders highlighted

docs/articles/new-expensify/insights/How-to-Use-Insights.md

File name	Image name	Alt text
How-to-Use-Insights.md	insights-filters.png	Insights page with Date, Workspace, and Group currency filters highlighted
How-to-Use-Insights.md	insight-view-on-spend.png	Insight with View on Spend highlighted

docs/articles/new-expensify/insights/Learn-About-Insights.md

File name	Image name	Alt text
Learn-About-Insights.md	insights-page.png	Insights page showing the Spend over time, Top spenders and Top merchant visualizations together.

Scope notes

I checked each article as it exists at the PR head commit (e620f54).
These changed articles have no images, so I left them out: Navigating-New-Expensify.md, Accounting-Search-Shortcuts.md, Getting-Started-with-the-Spend-Page.md, and Account-Settings.md.
These articles no longer exist at the PR head because the PR removes or renames them: How-to-Use-Insights-in-Expensify.md, View-the-Top-Categories-report.md, View-the-Top-Merchants-report.md, and View-the-Top-Spenders-report.md.

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stephanieelliott · 2026-10-20T01:52:30Z

Updated! Confirmed just the 2 image files on Expensify-Home-Overview.md were outdated, I've added updated images in this PR.

stephanieelliott · 2026-10-21T21:20:36Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
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Screenshots/Videos

Android: HybridApp

Android: mWeb Chrome

iOS: HybridApp

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

OSBotify · 2026-10-21T21:57:51Z

A preview of your ExpensifyHelp changes have been deployed to https://dcbafe09.helpdot.pages.dev ⚡️

Updated articles:

JmillsExpensify

Updates LGTM

Update help docs for Insights Release 1: baseline Insights page

f86793e

Co-authored-by: Stephanie Elliott <[email protected]>

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MelvinBot requested a review from a team October 2, 2026 03:47

github-actions Bot changed the title ~~Update help docs for Release 1: Stand up a baseline Insights page~~ [No QA] Update help docs for Release 1: Stand up a baseline Insights page Oct 2, 2026

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[No QA] Update HelpDot naming, navigation, and capitalization conventions #103116

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stephanieelliott changed the title ~~[No QA] Update help docs for Release 1: Stand up a baseline Insights page~~ [No QA] [Hold on feature] Update help docs for Release 1: Stand up a baseline Insights page Oct 7, 2026

stephanieelliott changed the title ~~[No QA] [Hold on feature] Update help docs for Release 1: Stand up a baseline Insights page~~ [No QA] [Hold E/A #100658] Update help docs for Release 1: Stand up a baseline Insights page Oct 13, 2026

Apply HelpDot naming conventions and Account navigation feedback to I…

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…nsights docs Co-authored-by: Stephanie Elliott <[email protected]>

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stephanieelliott and others added 2 commits October 13, 2026 10:31

Update Understand-Spend-over-time.md

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Fix spellcheck typo in Insights image alt text

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JmillsExpensify reviewed Oct 15, 2026

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[No QA] Align accounting help with provider terminology #103912

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stephanieelliott changed the title ~~[No QA] [Hold E/A #100658] Update help docs for Release 1: Stand up a baseline Insights page~~ [No QA] Update help docs for Release 1: Stand up a baseline Insights page Oct 21, 2026

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docs/Hidden/View-the-Violations-by-submitter-report.md

docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md

docs/articles/new-expensify/insights/Explore-the-Spend-Over-Time-Insight.md

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