- 01
WelcomeQuick-start guide — 6 steps to get running
- 02
SetupBusiness name, UTR, NI, accounting basis, VAT scheme
- 03
IncomeFull log with auto VAT, net amounts, payment tracking
- 04
ExpensesAllowable/private splits, categories, receipt refs
- 05
Annual/Quarterly SummarySelect any quarter or full year — income, expenses, profit
- 06
Annual SummaryFull-year totals with estimated tax and NI
- 07
DashboardYTD income, expenses, profit, tax to set aside
- 08
Submission PackSummary figures ready for Self Assessment filing
- 09
Receipt TrackerCross-reference receipts to transactions
- 10
ReconciliationMonthly bank reconciliation
- 11
Checks & FlagsAutomated data quality checks
- 12
ListsAll dropdowns — categories, methods, accounts