Finance Overview

Finance helps you capture spending, track what you own and owe, and generate the reports your accountant needs.

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Expenses

Track all business spending

• Log expenses
• Upload receipts
• Bulk import

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Assets & Liabilities

Balance sheet management

• Track assets
• Manage loans
• Financial ratios

How it connects

Expenses → Profit & Loss Report
Assets & Liabilities → Balance Sheet Report
Both → Income Tax Preparation

Pages

• ExpensesLog costs, upload receipts, and import transactions.
• Assets & LiabilitiesTrack what you own and what you owe.

Before you begin

• Decide on expense categories and payment methods
• Gather starting balances for assets and loans
• Prepare any supporting documents to upload

What's next

• Record expenses: Finance → Expenses
• Track assets: Finance → Assets & Liabilities
• View reports: Reports → Profit & Loss