Income
$0.00
Expenses
$0.00
Net
$0.00
Transactions
0
Expenses
| Date | Number | Description | Category | Contact | Status | Amount |
|---|
No expense transactions yet.
Add expense
Import expenses
1. Upload file
CSV import will start with an uploaded spreadsheet or CSV file.
2. Check & Modify
Column mapping and review will happen here before creating transactions.
3. Complete import
Imported expenses will use source_type = csv_import.
Transfers
Transfer tracking will be added after the manual income and expense flow is stable.
Reconcile
Reconciliation is reserved for a future bank matching workflow.
Profit & Loss
Year-end income and expense reporting will use the unified transactions table.
Profit & Loss Comparison
Comparison reporting is planned after the basic annual summary is complete.
Expense by Category
Category reporting will focus on practical review for commission-based professionals.
GST/HST Summary
GST/HST reporting will use the reserved Canadian tax fields.
Categories
Categories replace chart-of-accounts language for a simpler bookkeeping experience.
Accountant Export
CSV, Excel, and year-end package exports are planned for a later MVP pass.
Settings
Workspace settings will stay simple until authentication and billing are introduced.