Money in and out
View as table
Needs your attention
Budgets, invoices and goals for this month.
Add to your personal book
Savings goals
Little by little. Add whenever you can.
Monthly budget
Personal entries
Add to the business book
Invoices and debts
Who owes the business, and who the business owes.
Owed to you
You owe
Profit and loss
Business entries
Add a subscription or regular bill
Anything that repeats: internet, TV, gym, rent, software, licences.
Reminders and statements
An email when a payment is overdue or due within three days, plus your statement every week, month and year.
Subscriptions and regular bills
Reminders show at the top of this book, and are emailed to you, whenever a payment is overdue or due within three days. Mark a bill paid to record it in your entries and move it to its next date.
Financial statement
Your money adviser
Ask about your month, your business, or how investments work. It can also record entries, set budgets, and add goals and bills when you ask.
Each question sends a summary of this book to Anthropic's Claude to get an answer. The adviser only changes your book when you ask it to. The adviser has no live market prices and is not a licensed financial adviser, so check current figures and get professional advice before investing.