Overview
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Total income by month
Income
Total expenses by month
Payroll
Operating
Software
Partner draws by month
Moe vs Ali
Moe (cumulative)
Ali (cumulative)
Transactions
Income · Expenses · Payroll
Add transaction
By client by month — double-click any cell to edit
Software & operating by vendor by month — double-click to edit
LB Office
US Office
Office LB & US by month — double-click to edit
LB Office
US Office
Log payroll payment
Partner draws
Track Moe & Ali draws and 50/50 split
Log a draw
Cumulative draws
Moe
Ali
Draw ledger by month
Moe on left · Ali on right
M
Moe| Date | Description | Amount |
|---|
A
Ali| Date | Description | Amount |
|---|
Budget forecast
Blend actuals with projections
12-month projection
Income (actual)
Forecast
Expenses (actual)
Forecast
Monthly detail
Clients
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Add client
| Client | Rate/mo | Status | Annual value | Last paid | Mark paid | Actions |
|---|