How to Use Finances

Keep track of your expenses and revenue all in one place

The Finances tab is your central hub for managing all revenue and expenses associated with your business. This comprehensive tool allows you to maintain complete financial records, track purchases, add transactions to your ledger, upload receipts, and export financial data for external use.

Key Features:

Transaction Management

View records of all business purchases
Add new transactions to your ledger
Upload and store receipts for documentation
Export financial data for accounting purposes

Filtering and Organization

You can use powerful filters to organize your financial data:

Transaction Type: Segment between Expenses and Revenue
Date Range: Filter transactions by specific date periods
Custom Views: Toggle through different time frames to analyze your financial activit

Example Usage:

Users can easily navigate through their financial history, such as viewing all expenses and revenue from March 1 to April 8, 2023, giving you precise control over your financial reporting and analysis

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