Expenses
Expenses
Import expenses
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.
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.