Guides

Guides to keeping your books here

Short, practical answers: starting your books, bringing in your bank, closing a month and using an AI.

Start here

• Starting your books from another systemOpening balances on a start date, then statements from that day forward. What carries over and what does not.
• Bring in your bank statementDownload the file from your bank's website and bring it in. Card accounts work the same way.

Every month

• Closing a monthFrom decided lines to a statement that ties out, and a month that stays locked afterwards.

AI

• Using an AI with Local AccountantNone is needed. If you want one, connect your own: one running on your computer, or a cloud provider.