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BUSINESS
Total my business

Business totals

Current cash position and period activity from your local ledger — no wait, no spinner.

Local ledger

Targets

Daily and monthly targets

Today vs daily target. This month vs monthly target. Daily is the monthly target divided by days in the month.

This month —
Edit targets on Financial Intelligence
Current liquid balance 0.00 Service profit − expenses − salary − security − mistake − commission − discounts
Net cash in wallets 0.00 Positive card / cash balances (security & mistake wallets excluded)
All-time service profit 0.00 0 works · 0 payments · 0 customers

Ledgers

Manage

Open a ledger to review or post. Totals are all-time from the local books.

Reserves

Security reserve Held against jobs 0.00 Mistake payment Recovery wallet 0.00

Cash out

Salary paid Staff payouts 0.00 Expenses Operating spend 0.00

Cash position

Card balances Positive wallets 0.00 Unreturned rolling Still outstanding 0.00

Activity report

All time

Performance

Monthly profit

Last 3 months. Each series is scaled to its own peak so both stay readable.

Receivables

Credit customers

Highest payment due right now.

Total due 0.00
See all credit customers on Payment due

Liabilities to customers

Advance customers

Highest prepaid / credit balances.

Total advance 0.00
See all advance customers

Assets

Cash in wallets

Positive card and cash balances. Bar is share of the largest wallet.

Total cash 0.00
Account In Out Balance

Liabilities

Owed / credit cards

Negative card balances. Amount shown is what is owed.

Total owed 0.00
Account In Out Balance

Month by month

Month Revenue Profit Collected Expenses Salary Operating net