Expenses
Transactions
New item
Import CSV / Excel
| Status | Date | Amount | Category | Merchant / Vendor | Note |
|---|
Categories
Manage bookkeeping categories with accountant-friendly account numbers and simple account types.
No categories yet
Choose a starter template to quickly create categories for your business.
Template Preview
Expense Categories
Income Categories
Realtor Account Table
| Account Number | Account Name | Account Type | Balance | Template Source | Status | Actions |
|---|
Income Categories
| Account Number | Account Name | Account Type | Detail Type | Template Source | Status | Actions |
|---|
Home Office Wizard
Preview a yearly home office claim from eligible home office accounts.
Home office calculation preview
Preview onlyEligible total × business-use percentage. Posting to 6600 is reserved for a later pass.
| Account Number | Account Name | Eligible Total |
|---|
Vehicle Wizard
Preview business-use vehicle claim amounts from eligible vehicle accounts.
Vehicle calculation preview
Preview onlyPosting to 6700 is reserved for a later pass.
| Account Number | Account Name | Eligible Total |
|---|
Income
Income entry will use the same transaction workflow after the expense flow is polished.
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.
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.