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Transactions?
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💡 Tips
Log daily. Even small amounts add up. A $5 tip logged every day is $1,825 a year tracked.
Tag everything. Use Business or Personal tags on every transaction — makes tax time effortless.
Use categories. Service, Supplies, Equipment, Rent — categories reveal exactly where money flows.
Watch Net Balance. If it's going negative, check your Expenses chart for the culprit category.
Use time filters. 1W shows this week, YTD shows the full year — great for quarterly reviews.
Add tax %. Log sales tax on income transactions to track what you owe throughout the year.
Business tier. CSV and QuickBooks export available — share directly with your accountant.