Finance Overview

The Finance section keeps your books current: record and approve Expenses, and maintain your Assets & Liabilities (balance sheet) with depreciation and amortization built in. An Income Tax Prep page points you to the numbers you need at filing time, and an in-app Guide & Tips page offers a quick reference for each module.

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Expenses

Record & approve spending

• Categorize & attach receipts
• Approve & reimburse
• Bulk import

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Assets & Liabilities

Your balance sheet

• Asset & liability accounts
• Auto depreciation
• Period snapshots

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Income Tax Prep

Get ready to file

• Pre-tax income
• Deductible expenses
• More automation coming

Pages in this section

• ExpensesRecord, categorize, and approve business expenses.
• Assets & LiabilitiesMaintain balance-sheet accounts.
• Income Tax PrepFind the reports you need to prepare for income tax filing.

In-app Guide & Tips

The Finance area also includes a Guide & Tips page (in the app) — a consolidated quick reference with collapsible cards for Expenses, Profit & Loss, and Assets & Liabilities, summarizing each workflow and its key accounting rules. It mirrors what's documented across these pages.

What's next

• Record spending: Finance → Expenses
• Maintain your balance sheet: Finance → Assets & Liabilities
• Review profitability: Reports → Profit & Loss