Start here

Set up your first account book

Create a client, add a ledger, then record your first entry.

Add first client
1. Add a client

Start with the person or business you track.

2. Create a ledger

Each client can have one or more ledgers.

3. Add an entry

Record debit, credit, or transfer entries.

Net Balance

0.00

Balance positive

Quick actions

Daily workflow shortcuts

Batch Entry

Add multiple entries

Statement

Generate client statements

Ledgers

Manage account ledgers

Clients

Manage client accounts