Everything you need to start.
How the books open, how the bank comes in, how the review queue works, and the questions people ask about a ledger a model never writes.
Getting started
From an empty chart to the first closed period: five steps, each landing on the feature it uses.
Open the books
An entity, a chart of accounts and your first period. Money is whole cents and every entry must balance — the composer refuses one that doesn't, and so does the server.
See the ledgerBring the bank in
Export a CSV, OFX or QFX from your bank and import it. Rows wait in the inbox; nothing posts until you say so.
See money inWork the review queue
Rules you taught it run first, then the evidence already on the books. Sure rows are done for you; the rest wait for you to pick the job. Everything is undoable.
See the review queueCost the jobs
An accepted quote creates the job's budget; costs post against it as they happen. Job costing ranks every job by projected margin, and the WIP schedule is one click.
See job costingClose the period and report
P&L, balance sheet, trial balance and the exports your accountant works from. Close the period when you are done; closed periods reject writes.
See reports
Where to next
A person to write to, the terms you are agreeing to, and what each plan includes.
Questions
Books That
Keep Themselves
Money moves, the ledger follows. What it can't be sure of, it asks about — and nothing posts without you.