Dashboard
💰 Cash Flow
📝 Needs Coding
| Date | Account | Type | Payee | Memo | Amount | Class | Offset | Actions |
|---|
Chart of Accounts
General Ledger
Transactions
0
Total Debits
$0.00
Total Credits
$0.00
Net
$0.00
📋
No general ledger data yet
Registers
Cleared Balance
$0.00
Uncleared
$0.00
Current Balance
$0.00
Auto-Coding Rules
| Rule Name | Match Pattern | Amount Range | Action | Status |
|---|
⚡
No rules yet. Rules auto-code transactions on import.
📋 Split Templates
📋
No templates yet. Split a transaction and click "Save as Template" to create one.
Classes
Classes categorize transactions by person or purpose. Used for M&M to track who owes what. Click a name to rename it.
🏷️
No classes yet. Add your first class to start categorizing transactions.
M&M
Mike Owes Melissa
$0.00
Melissa Owes Mike
$0.00
Payments Made
$0.00
Net Balance
$0.00
Transactions
| Date | Account | Payee | Amount | Memo | Class | Owes |
|---|
💸 Payments Between M&M
Reconciliation
✓
Bank & Credit Card Reconciliation
Coming in Phase 5
Money Owed to Us
📥
Accounts Receivable Tracking
Coming in Phase 6
Money We Owe
📤
Accounts Payable Tracking
Coming in Phase 6