Overview
Overview
Your business at a glance.
Customize overview
Toggle widgets on/off, drag tiles to reorder. Reordering stays within a section.
Combined view
All businesses, aggregated.
All accounts
Where your money lives — banks, brokers, credit issuers, fintechs.
Portfolio view
Investment positions across all portfolios, by currency.
Add transaction
Log an inflow or outflow against an account.
Adding many at once?
New transaction
Tag this transaction to a client for payment history.
For one-off inflows or extra detail. Auto-filled from the client picker above when one is selected.
Records what happened — doesn't move money in your real accounts.
All transactions
Every inflow and outflow across your accounts.
Review queue
Imported transactions waiting for categorizing. Pick a category for each, or skip it.
Clients
People you work with. Track contact info, payment history, and what they owe you.
Suppliers
People and companies you pay. Track contact info, tax IDs, and recurring payments.
Insights
Patterns we can see in what you've recorded.
Insights are based on entries you've logged here — not real-time bank data, and not financial advice. Accuracy depends on how completely you've recorded transactions.
Live
Settings
For —
Business info
Names and registration. Most fields are optional — only the display name is required.
Identity
Shown in the business switcher and across the app.
The name registered with tax authorities.
Avatar
A small color tile shown next to the business name in the sidebar and across the app.
YS
People naming
Used everywhere this group of people is mentioned — sidebar, list page, transaction form.
For ongoing working relationships — a contractor you call for repairs, a cleaning service for a rental apartment, a freight forwarder for an import business, a clinic that hosts your sessions. Rent and subscriptions stay as recurring outflows.
Shows up on the Calendar page, in the new-appointment form, and on each client's detail page.
Calendar
Day & week views show hour rows from start to end (inclusive). Default is 07:00–21:00. Set 00:00–23:00 for a full 24-hour view.
Payment auto-logging
When you mark a session as paid, the payment is logged to this account automatically. Leave empty to fall back to the manual transaction form.
Registration (optional)
Most Israeli businesses use the calendar year.
Affects period defaults later.
Currencies
Choose which currencies you use. They'll appear as filter buttons on Overview and as options when adding accounts and transactions.
Display currency
The single currency used for roll-up totals on Overview and the Portfolio view. Account-level data always stays in its native currency.
Conversion rates for roll-ups will be fetched automatically once accounts exist.
Active currencies
Up to 5 currencies. The first one is your primary — used as the default for new accounts and transactions.
Categories
Add, rename, reorder, or disable categories. Renames cascade to existing transactions.
Toggle on/off · Click name to rename · Click "Subcategories" to manage · Click color dot to recolor
Rules
Auto-categorize transactions based on description, payee, amount, currency, or account.
Your rules
Rules run on new transactions. Already-saved transactions aren't re-categorized.
Team
People in this business. Owners can pay them salary, dividends, bonuses, or owner draws. Roles control which payment types are valid.
Members
Roles
Each role specifies which payment types members on it can receive. Edit names and permissions to match your business.
Ownership
Who owns what % of this business. Distinct from Team — a stakeholder doesn't have to be on the team, and a team member doesn't have to be a stakeholder.
Total shares
Set higher for finer-grained percentages.
Edit mode
Percentages auto-convert to shares.
Allocation
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Stakeholders
Add stakeholder
Someone who owns part of this business. Can be a team member, another platform user, or off-platform.
Pay distribution
Split an amount across stakeholders proportional to their shares. On-platform stakeholders get a pending cross-app transfer; off-platform stakeholders are recorded as cleared local outflows.
Add team member
Look up by email, or pick from your connections. No email is sent — they won't know they've been added unless you tell them out-of-band.
Add role
Define a role and which payment types its members can receive.
Import data
Bulk-add transactions or transfers from your bank, card, or accounting software. Paste rows directly from Excel or Google Sheets.
Paste rows from Excel or Google Sheets — anywhere in the table — or type directly into any cell. Each row becomes a transaction.
Tip: When pasting from a bank or card export, include the description column. Negative amounts are auto-detected as outflows. Rows with unmatched or empty categories land in the Review queue for quick categorizing.
Date format:
↓ "Apply ↓" fills the picked value into all rows that have at least a date or amount.
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Rules for transactions
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| # | Date | Amount | Dir. | Curr. | Account | Category | Subcategory (opt.) | Description (opt.) | Payee (opt.) | Reference (opt.) | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ↓ | Apply all | Apply all | Apply all | Apply all | Apply all |
Bulk-import internal transfers — moving money between your own accounts. Each row creates a paired outflow + inflow.
Same-currency only. Cross-currency moves use the Currency exchange feature inside an account, since they involve a rate.
Date format:
↓ "Apply ↓" fills the picked value into all rows that have at least a date or amount.
| # | Date | Amount | Curr. | From account | To account | Fee (opt.) | Description (opt.) | |
|---|---|---|---|---|---|---|---|---|
| ↓ | Apply all | Apply all | Apply all |
Paste a screenshot of a transaction table from your bank, card, or accounting tool. Each visible row becomes a transaction in the table you can review and import.
How to use: Take a screenshot with Snipping Tool (Win+Shift+S) or Cmd+Shift+4 (Mac), then click the drop zone and press Ctrl+V. You can also drag-and-drop a saved image, or click to browse. Add several screenshots if your statement spans multiple pages.
Drop screenshot here, paste with Ctrl+V, or click to browse
PNG / JPG · Hebrew + English supported · multiple images supported
Language
Choose the language of the app's interface. Your transactions, names, and notes stay as you typed them.
Applies immediately. Synced to your account so it follows you across devices.
Advanced
Less-used settings and irreversible actions for this business.
Export all data
Download a complete backup of this business's data as a JSON file.
Delete this business
Permanently delete —, including all accounts, transactions, and settings. This cannot be undone.