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Bookkeeping

Financial overview and vendor spend

Two live views of your books: current-period activity and who you pay most.

Updated 2026-10-11

Both pages sit under Reports and analytics, and both are built from your recorded books.

Financial overview

Financial overview shows live, source-linked financial activity with current-period reporting. Use it for a quick read on how the current period is going, before the month is closed.

Vendor spend

Vendor spend shows what you spend with each vendor and which payments recur. It is a good place to spot a subscription you forgot about or a vendor that has grown past what you expected.

Note

These views reflect the books as they stand today. Figures can change until the month's books are reviewed and closed.

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