Where the money came from
Documents needing review
πΈ
Snap or upload a document
Receipt Β· invoice Β· statement β photo or file. It uploads securely and lands in the review inbox.
Your uploads
Add a transaction manually
| Date | Who / what | Category | Line | Amount | Source |
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Add a team member
Admins see and manage everything. Capture members can only photograph & upload documents β no financials, ever. They create their own password by signing up with this exact email.
| Role | Status |
|---|
Add a category
Give it an everyday name and (optionally) a formal accounting name. New transactions can use it immediately, and reports pick it up automatically.
| Code | Everyday name | Accountant name | Kind |
|---|