Working in the App

Find your questions, categorize a vendor once, and let a rule handle every future transaction automatically.

When to comment vs. answer a question, what the blue and yellow statuses mean, and why edits route through your bookkeeper.

Set the report period, expand accounts, drill into the numbers, and use the weekly one-pager.

How to log business spending that ran through a personal or unlinked account so you don't lose the deduction.

Switching between light and dark mode, and using Uplinq on your phone.