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Transactions, organized for business 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.

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Transaction tracking and review illustration

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

Capture

Lightweight by default, deep when needed

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

Assignment that matches reality

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

Receipts and attachments

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

Transaction detail view with key fields
Attribution

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.

Transaction with client, vendor, and project fields
Review

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.

Transaction list with filters and totals

Questions, answered

Make transaction review a daily habit

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

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