New entry

Record payment

Add a line

Revenue

Import your P&L sheet

Brings in every monthly tab: each line, its amount and note, sorted into Advertising, Labor, Subscriptions, Misc. and Partners. Each month is checked against the sheet’s own total.

The sheet’s sharing must be “Anyone with the link can view.” Or instead:

Import loans from their payment plan sheets

Reads each sheet’s terms (balance at first payment, rate, monthly payment, first payment date, term) and any months on the schedule with a different payment. A loan that’s already in the dashboard is updated, keeping its bank matching and payments.

Each sheet’s sharing must be “Anyone with the link can view.” Or upload them:

Add a client

Import your clients sheet

Brings in every monthly tab: each client’s price, services, billing platform, notes and color flag, plus one-off sales, hosting and interest. Each month is checked against the tab’s “Total Monthly”.

Sharing must be “Anyone with the link can view.” Or instead:

Add a task