Transactions, organized from entry to review
Capture income and expenses with the right ledger, 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.
Multi-ledger and account views
Switch ledgers 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 ledger, 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.
Make transaction review a daily habit
Capture clean entries, keep filters fast, and reconcile with confidence across ledgers and accounts.