Types

Manage income and expense categories.

Vendors

Manage vendors and their details.

Accounts

Manage bank accounts, credit cards, and cash.

Admin Panel

System administration options.

Reminders

Manage payment reminders and notifications.

Currencies

Manage currency settings and exchange rates.

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Types (Income/Expense)

Saved Types

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Vendors

Saved Vendors

NameTaxIBANBankSWIFTPhoneEmailAddressActions
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Account Management

Saved Accounts

TypeBankNameBalanceCutoffNumberActions
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Admin Panel

Pending User Approvals

Full Name Email Company Code Actions
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Automated Reminder Settings

Click the button to analyze past transactions and find recurring payments. This may take a moment.

Detected Recurring Payments

On/Off Type Title / Description Due Day Notes Save
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Currency Management

Saved Currencies

Base Name Code Symbol Rate (to Base) Actions