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Record as you go

Record as you go

All the tools you need to help you to stay on top and in control of the day-to-day transactions

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8 articles in this collection
Written by Dave

Catching up

Recording Individually vs Bulk upload
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Written by Dave
Updated over a week ago
Actions plus

Actions +

Apply actions to your categories
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Written by Dave
Updated over a week ago
Recording your Expenses

Recording expenses

Record as you go, know what you owe.
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Written by Dave
Updated over a week ago

Save time with recurring expenses

No need to repeat yourself
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Written by Dave
Updated over a week ago

Managing saved records

View, edit, delete, repeat…
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Written by Dave
Updated over a week ago
Recording Income

Recording income

All you need to know about tracking and managing your income
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Written by Dave
Updated over a week ago

Attaching documents from the cloud

Attach invoices and receipts from your cloud storage
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Written by Dave
Updated over a week ago

Manage your client list

Choose, edit, delete a client
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Written by Dave
Updated over a week ago