Toggle tab visibility. Hidden tabs keep their data.
| Date | Description | Category | Amount | Type | Status | Month Due | Notes |
|---|
| Expense Name | Amount | Group | Start Month | End Month | Notes |
|---|
Add your first entry to start tracking your finances.
Completed transactions will appear here.
Completed transactions will appear here.
Select a date to view the Balance Sheet.
Select an asset to view its depreciation schedule.
Select a loan to view its amortization schedule.
Select an expense to view its payment schedule.
Configure your break-even parameters to get started.
Configure break-even parameters and add journal entries to track progress.
Months from here onward use projected values. Set before current month to overwrite actuals.
Each tab (P&L, Cash Flow) has its own Projected/Actual toggle.
Applied to total projected non-B2B revenue for cashflow.
Enable projections and configure channels to get started.
name
sku
price
cogs
notes
Add your first product to start tracking inventory.
No sales data yet
Open the import panel above to load Store Manager or Trade Show POS spreadsheets, or import a JSON export from the VE Dashboard app.
| Product | Qty Sold | Unit Price | Total Revenue | Tax (est.) |
|---|
| Tx No | Date | Source | Event | Customer | Subtotal | Tax | Total | Items |
|---|
Max profit limited to 75% of payroll expenses
No Contract Selected
Select a contract to view its details and payment timeline, or add a new one.
Recommended order for setting up your books
Version history and updates to the Accounting Journal
Are you sure you want to permanently delete this product?
Select which VE Sales item names map to this product. Linked items drive analytics, pie charts, and COGS on the Products tab.
Creates a journal entry from VE sales data for the selected source and date range.
Are you sure you want to delete this budget expense?
Create journal entries for all active budget expenses for the selected month.
Are you sure you want to delete this asset?
Are you sure you want to delete this loan?
Are you sure? This will also remove all auto-created journal entries.
This will permanently delete all transactions, categories, loans, assets, equity data, and settings. This cannot be undone.
Type "RESET" to confirm:
Are you sure? Categories in this folder will become unfiled.
Are you sure you want to delete this category?
Are you sure you want to delete this transaction?
How would you like to load this file?
How would you like to load this file?
| Name | Created | Last Used |
|---|
Your existing data has been migrated to the multi-company system. What is this company called?
Select the date this was processed:
Create entries for all categories in a folder at once. You can edit them afterwards.
Share this journal with others. Create a new group or join an existing one.
Share this invite code with others so they can join:
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This will replace your current data. Continue?
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Remove this member from the group?
Transactions paid after this month appear as pending.