Transactions, organized from entry to review

Capture income and expenses with the right workspace, account, and category. Add clients, vendors, projects, locations, and inventory lines when needed—then filter and reconcile with confidence.

A single place for every transaction

Search, filter, and understand what’s driving cashflow.

Fast filtering by date and amount

Use date range and amount filters to find exactly what you need—without scrolling forever.

Workspace and account views

Switch workspaces or focus on specific accounts while keeping totals and context consistent.

Categories that stay readable

Assign categories and see them clearly in lists and detail views.

Original currency, plus converted totals

Keep original amounts when you need them and reconcile against your base currency totals.

Receipt-style detail view

Open a transaction to review key fields in a clean, audit-friendly layout.

Cashflow summary at a glance

See income, expense, and net totals for the selected timeframe—then drill into the list.

Capture details when you have them

Keep the default workflow lightweight, with optional depth for real operations.

Assignment that matches reality

Pick workspace, account, and category, then add notes so transactions stay understandable later.

Clients, vendors, and projects

Link revenue to the right client, tie expenses to vendors, and attribute activity to projects.

Inventory lines and locations (optional)

Add inventory lines when you track stock, and attach a location label/address when the “where” matters.

Turn entries into recurring rules

While creating a transaction, optionally create a recurring rule so repeats don’t become manual busywork.

Team and business workflows

Search, filter, and understand what’s driving cashflow.

Fast filtering by date and amount

Use date range and amount filters to find exactly what you need—without scrolling forever.

Workspace and account views

Switch workspaces or focus on specific accounts while keeping totals and context consistent.

Categories that stay readable

Assign categories and see them clearly in lists and detail views.

Original currency, plus converted totals

Keep original amounts when you need them and reconcile against your base currency totals.

Receipt-style detail view

Open a transaction to review key fields in a clean, audit-friendly layout.

Cashflow summary at a glance

See income, expense, and net totals for the selected timeframe—then drill into the list.

Capture details when you have them

The same feature in more complex team, finance, and operations workflows, preserving the strongest business-specific guidance in one canonical feature page.

Lightweight by default, deep when needed

Keep the default workflow fast, with optional depth for real operations and attribution.

Assignment that matches reality

Pick workspace, account, and category, then add notes so transactions stay understandable later.

Receipts and attachments

Attach supporting files so review doesn’t rely on memory.

Link clients, vendors, and projects

Tie revenue and spend to the right counterparties and workstreams so reporting stays actionable.

Clients and vendors

Attribute income to clients and expenses to vendors when tracking requires it.

Projects and locations (optional)

Tag activity to projects and add a location label when the “where” matters.

Review faster with consistent structure

A clear register makes daily and month-end review routine: filter, reconcile, and export summaries with confidence.

Filters built for operators

Drill down by date, amount, category, and account to answer questions quickly.

Recurring support

Turn entries into recurring rules so repeats stay predictable and reviewable.

Questions, answered

Can we track multiple workspaces?

Yes. Switch between workspaces for separation while keeping totals and context consistent.

Does a transaction support clients, vendors, and projects?

Yes. Add these links when you need attribution, without forcing it in every entry.

Do you keep original currency values?

Yes. Store original amounts and reconcile against converted totals when needed.

Can we attach receipts and files?

Yes. Attachments keep review audit-friendly and reduce missing context.

Can transactions be turned into recurring rules?

Yes. Create recurring rules during entry or manage them later from recurring views.

What’s the fastest way to review activity?

Use timeframe totals and filters to focus on exceptions and drill into the exact lines behind a number.

Make transaction review a daily habit

Capture clean entries, keep filters fast, and reconcile with confidence across workspaces and accounts.

Get started Learn more

Transactions, organized from entry to review

Capture income and expenses with the right workspace, account, and category. Add clients, vendors, projects, locations, and inventory lines when needed—then filter and reconcile with confidence.

A single place for every transaction

Search, filter, and understand what’s driving cashflow.

Fast filtering by date and amount

Use date range and amount filters to find exactly what you need—without scrolling forever.

Workspace and account views

Switch workspaces or focus on specific accounts while keeping totals and context consistent.

Categories that stay readable

Assign categories and see them clearly in lists and detail views.

Original currency, plus converted totals

Keep original amounts when you need them and reconcile against your base currency totals.

Receipt-style detail view

Open a transaction to review key fields in a clean, audit-friendly layout.

Cashflow summary at a glance

See income, expense, and net totals for the selected timeframe—then drill into the list.

Capture details when you have them

Keep the default workflow lightweight, with optional depth for real operations.

Assignment that matches reality

Pick workspace, account, and category, then add notes so transactions stay understandable later.

Clients, vendors, and projects

Link revenue to the right client, tie expenses to vendors, and attribute activity to projects.

Inventory lines and locations (optional)

Add inventory lines when you track stock, and attach a location label/address when the “where” matters.

Turn entries into recurring rules

While creating a transaction, optionally create a recurring rule so repeats don’t become manual busywork.

Team and business workflows

Search, filter, and understand what’s driving cashflow.

Fast filtering by date and amount

Use date range and amount filters to find exactly what you need—without scrolling forever.

Workspace and account views

Switch workspaces or focus on specific accounts while keeping totals and context consistent.

Categories that stay readable

Assign categories and see them clearly in lists and detail views.

Original currency, plus converted totals

Keep original amounts when you need them and reconcile against your base currency totals.

Receipt-style detail view

Open a transaction to review key fields in a clean, audit-friendly layout.

Cashflow summary at a glance

See income, expense, and net totals for the selected timeframe—then drill into the list.

Capture details when you have them

The same feature in more complex team, finance, and operations workflows, preserving the strongest business-specific guidance in one canonical feature page.

Lightweight by default, deep when needed

Keep the default workflow fast, with optional depth for real operations and attribution.

Assignment that matches reality

Pick workspace, account, and category, then add notes so transactions stay understandable later.

Receipts and attachments

Attach supporting files so review doesn’t rely on memory.

Link clients, vendors, and projects

Tie revenue and spend to the right counterparties and workstreams so reporting stays actionable.

Clients and vendors

Attribute income to clients and expenses to vendors when tracking requires it.

Projects and locations (optional)

Tag activity to projects and add a location label when the “where” matters.

Review faster with consistent structure

A clear register makes daily and month-end review routine: filter, reconcile, and export summaries with confidence.

Filters built for operators

Drill down by date, amount, category, and account to answer questions quickly.

Recurring support

Turn entries into recurring rules so repeats stay predictable and reviewable.

Questions, answered

Can we track multiple workspaces?

Yes. Switch between workspaces for separation while keeping totals and context consistent.

Does a transaction support clients, vendors, and projects?

Yes. Add these links when you need attribution, without forcing it in every entry.

Do you keep original currency values?

Yes. Store original amounts and reconcile against converted totals when needed.

Can we attach receipts and files?

Yes. Attachments keep review audit-friendly and reduce missing context.

Can transactions be turned into recurring rules?

Yes. Create recurring rules during entry or manage them later from recurring views.

What’s the fastest way to review activity?

Use timeframe totals and filters to focus on exceptions and drill into the exact lines behind a number.

Make transaction review a daily habit

Capture clean entries, keep filters fast, and reconcile with confidence across workspaces and accounts.

Get started Learn more