Books

· every transaction sorted into Business, Personal (Owner’s Draw) or Transfer · Sadiku Books

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You have limited access: you can read everything and add who/why notes, invoices, bills and payments. Only editors can change categories, import statements or edit settings.

Date	Description	Amount	Type	Category

Import statements

Drop a file here or choose one
Bank or card CSV / Excel downloads (Chase, Amex…) or a QuickBooks transactions PDF

Which account is this? Charges show as positive numbers in this file (typical for Amex) — flip them

Add a company

Company name Short name (shown in the title and file names) What kind of business?

Each company gets its own transactions, rules, checklists, 1099s and reports. Nothing is shared between companies.

New invoice

New bill

Record payment

Download a PDF report

Profit & Loss (business income and expenses) Schedule C draft Owner’s Draw by category and month Household: spouse W-2s, 1099s received, joint-return estimate Transfers & loan payments 1099-NEC contractors Affiliates by payment method (Zelle / card) Cards: what each card paid for Charges missing a receipt or who/why note Every transaction (long — many pages)

Who / why & receipts

Who was it with and what was the business reason?

Attach receipt (photo or PDF)