Bookkeeping

Bookkeeping brings transaction and receipt review closer to your subscription workspace. Use it when you need supporting records, year-end context, or cleaner financial exports.

Core workflows

• Import transaction data when available.
• Add manual transactions for important records.
• Review receipts and attach context where it helps.
• Use year-end review before export.

Good records

A useful bookkeeping record should have a clear date, amount, account or payment method, and category. Add notes when the transaction is ambiguous.

When to use support

Open Support if imported rows look duplicated, required fields are missing, or a receipt review result looks wrong.