Current Available Balance
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INTERACTIVE DEMO
Start with a workspace. See how everything connects.
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| Date | Income | Expense | Net | Snapshot |
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| Name | Type | Balance | Actions |
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Connect bank accounts to import balances and transactions automatically.
Regular and above can connect bank accounts with Plaid.
Move money between accounts without counting it as income or expense.
| ID | Date | Type | Amount | Account | Category | Note | Actions |
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Switch into business mode to manage your business profile, employee access, and POS-ready plan tools.
Create or update your business workspace, page slug, and website slug.
These business and POS-ready features follow your current subscription plan.
Manage staff roles and permissions from the business workspace.