Record income and expenses

1. 1

   Step 1

   Open Finance

   From Home, open Finance. You’ll see recent transactions and totals for the period you pick (today, this month, custom).

2. 2

   Step 2

   Add revenue

   Tap + Revenue. Enter the amount, a note (optional), and tags if you group by type. Save. Use this for income that didn’t go through POS.

3. 3

   Step 3

   Add an expense

   Tap to add an expense. Enter the amount and what it was for (rent, supplies, wages paid outside payroll). Save.

4. 4

   Step 4

   Find it later

   Filter the list by period or search. Edit or delete a row if you entered it wrong. Don’t re-enter POS sales here — they’re already recorded.

More how-tos

• Add products and servicesName, price, and stock in a minute.
• Take a sale at the registerCart, charge, done.
• Send an invoiceBill a client and track what’s owed.
• Invite staffThey join your business — not a new one.
• Run payrollAttendance in, payslips out.