Income vs. Expenses (This Month)
| Metric | Amount | Notes |
|---|---|---|
| Income | $0 | Collected sales & other income |
| Expenses | $0 | Operating + cash outflows |
| Net (Income − Expenses) | $0 | OK |
When expenses are higher than income, this area will generate a plan to close the gap.
Quick Add
Use the Transactions tab for detailed entry (date, category, etc.).
Add Transaction
Transactions
| Date | Type | Category | Description | Amount |
|---|
Debit Accounts (Cash/Checking/Savings)
| Name | Balance |
|---|
Credit/Loan Accounts (Liabilities)
| Name | Balance |
|---|
Accounts Receivable (Customers Owe You)
| Customer | Due | Amount |
|---|
Accounts Payable (You Owe Vendors)
| Vendor | Due | Amount |
|---|
Balance Sheet (Live)
Assets
Liabilities
Summary
- Total Assets$0
- Total Liabilities$0
- Owner's Equity$0
Action Plan (Auto‑Generated When Expenses > Income)
Your personalized plan will appear here when monthly expenses exceed income.