Dashboard
Recent Activity
Ledger
| Date | Description | Category | Amount | Running Balance |
|---|
Add Transaction
Upload Receipt or Check
Folders
Mileage Tracker
Add New Trip
Mileage Log
| Date | Starting Address | Destination Address | Purpose | Miles | Reimbursement | Round Trip |
|---|
Mileage Totals
Add New Job
Job Log
| Date | Property | Job | Hours | C | Pay | Paid |
|---|
Totals
Add Owner Draw
Owner Draws Log
| Date | Description | Amount | Running Total (Year) | Notes |
|---|
Draws Summary
Safe Draw Calculator
Recommended
Quick Notes
Important Business Info
Important Dates
Vendor & Client Contacts
Your Business Info
Saved once and pre-filled on every new invoice.
Invoices
Saved Invoices
Custom Invoice Style
Pick how your invoice looks. Changes preview live in the invoice builder.
My Account
Current email: —
A confirmation link will be sent to the new email address. Click it to complete the change.
My Industry
My Features
Toggle features on or off. Disabled features are hidden from the navigation — your data is preserved.
Export Data
Download your records as CSV files. Each export covers the currently selected LLC.
My Custom Categories
Add your own categories. They appear in dropdowns alongside the built-in ones.
Today
Upcoming Events
Tax Summary
Tax Rates Used
| Tax | Rate |
|---|---|
| Federal income tax | 22.00% |
| Self-employment tax | 15.30% |
| Michigan state income tax | 4.25% |
| City of Muskegon income tax | 1.00% |
| Total set-aside rate | 42.55% |
