How it works · Admins

Accounting

The books, always current: raised, spent, committed and owed, with a budget per category and every line item behind it. (All numbers here are made up.)

1. 1

   Open accounting

   Accounting in the menu.

   
2. 2

   Where the money stands

   Raised, spent, committed, owed and cash on hand, at the top.

   
3. 3

   Budget by category

   Each category with budget, committed, spent, remaining and a used bar.

   
4. 4

   Open a category

   Click a row to expand it.

   
5. 5

   Every line item behind it

   The invoices and receipts that make up that category.

   
6. 6

   Search the journal

   Every transaction, filterable by vendor, category and status, with a link to the receipt.