The road ahead
Quick actions
Your balances
Bank balances from your latest statements, plus investments and cash set by hand — tap those to correct.
By company
This month's in and out per company, from your imports.
Coming up — no surprises
Bigger and yearly bills, next 6 months.
Everything going out
All regular costs, grouped. Amounts shown per month.
Spending by bucket
Totals per company and bucket, from your classified transactions.
Classify spend
Put each imported transaction into a bucket. The four Infinite Art lines let you pick the exact project; the rest are overheads, other businesses, personal, savings or petty cash. Use the split control to divide one transaction across several.
Everything coming in
Money you receive. Add a wedding, a project, or any payment.
Projects, per-client P&L
Booked projects from the Hub. Sync to refresh them, then auto-match links client payments to projects; fix any by hand below.
Your safety net, line by line. Tap a line to update what you've saved.
The bigger things you're working toward.
Money you put away regularly, with how much you've invested so far.