User Guides

Setting Up Your Account

1. Sign up using your email or Google account
2. Complete your business profile
3. Choose your subscription plan
4. Set up your payment method
5. Customize your dashboard preferences

First Steps

1. Navigate to your dashboard
2. Add your first transaction
3. Set up recurring payments
4. Review your financial overview

Tracking Revenue

• Recording sales and income
• Setting up recurring revenue streams
• Monitoring revenue trends
• Analyzing revenue sources

Managing Expenses

• Adding new expenses
• Categorizing payments
• Setting up recurring expenses
• Tracking expense trends

Financial Analysis

• Understanding profit margins
• Analyzing trend data
• Using comparison tools
• Generating financial reports

Data Management

• Importing transaction data
• Exporting financial reports
• Managing data security
• Backing up your information