Bookkeeping basics

Record transactions on time: one hour a week

A small, regular habit beats a year-end scramble.

Books go stale fast. The fix isn't more work — it's a small, regular habit.

  • Block one hour a week. Approve what's waiting, snap any loose receipts, done.
  • On desktop: sit down with the Transactions tab and clear your Needs review list.
  • On mobile: snap receipts and review on the go, wherever you are.

Home always shows what's waiting, so you know exactly what to do in that hour.

What happens next — an hour a week beats a weekend scramble come tax season.