Dashboard
Recent activity
Spending this month by category
Transactions
All money in and money out
| Date | Type | Vendor / Source | Category | Note | Amount |
|---|
Receipts
Snap or upload a receipt — it gets read automatically and turned into an expense
Drop a receipt here — photo or PDF — or tap to choose a file
Photos and PDF receipts both work. The vendor, date, and total are read for you.
Reading receipt…
Statements
Upload a bank or credit card statement — every transaction gets read and categorized for your review
Drop a statement here (PDF or photo), or tap to choose a file
Multi-page PDFs are read page by page. You review everything before it's added — nothing imports automatically.
Reading statement…
Statements aren't stored — only the transactions you choose to import. Card payments and transfers are detected and left unchecked so they don't double-count.
Checks
Write, print, and track checks paid from company funds
| Check # | Date | Pay to | Memo | Status | Amount |
|---|
Reports
Profit & loss statements, ready to print or hand to your accountant
Documents
A filing cabinet for this company — statements, contracts, insurance, anything worth keeping
Drop a file here, or tap to choose one
PDFs and images up to ~3 MB. Statement uploads are filed here automatically.
Saving document…
| Name | Label | Uploaded | Size |
|---|
Settings
Companies and check printing details
QuickBooks
Checking connection…
Companies
Check details (per company)
Danger zone
Erases every company, transaction, receipt, and check for everyone — a completely fresh start. This cannot be undone.