Modules
Monthly trend
Yearly trend
Not affected by the Year/Quarter filters above - always shows every year.
Where expenses go
Top expense categories across all your ledgers.
Your ledgers
Recent activity
| Date | Ledger | Category | Type | Amount | Added by | Added at |
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Recent activity
The 50 most recent entries across every ledger you have access to.
| Date | Ledger | Category | Type | Amount | Added by | Added at |
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Monthly trend
By entity
By category
Entries
| Date | Category | Description | Quantity | Type | Amount | |
|---|---|---|---|---|---|---|
| Select a ledger to see entries. | ||||||
Your details
Change password
All accounts
New accounts are created here, then emailed an activation code - there's no open self-registration.
| Name | Phone | Role | Status | ||
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Manage categories
Choose a ledger, then add or remove the revenue and expense categories used in its entry form.
Units of measure
Add the units (kg, bags, liters, pieces, etc.) available when logging a quantity on an entry for this ledger.
Team
Who has access to this ledger, and what they can do. Only the ledger's owner can add or remove people.
Coming soon
Today, access works two ways: a system-wide admin/member role (managed under Users) and per-ledger owner/editor/viewer roles (managed under a ledger's Manage team). A dedicated screen for defining custom roles and finer-grained permissions will live here.
Coming soon
System-wide configuration that isn't specific to any one module - branding, organization details, and similar - will live here as it's needed.