sagasprint
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How-to guide
See cash position, monthly performance, and what needs attention before you act.
Finance sidebar → Dashboard
Review all money in and out, categorize it, and reconcile with the bank.
Finance → Transactions
Set up bank, cash, and wallet accounts that hold your money.
Finance → Accounts
Track savings, emergency funds, sinking funds, and debt paydown alongside cash.
Finance → Goals
See customer invoices and create a new one.
Finance → Invoices
Track what you owe vendors and mark bills paid when money leaves your account.
Finance → Bills
Log day-to-day spending with account, category, and optional receipt.
Finance → Expenses
Import bank statements and match lines to your books.
Finance → Reconciliation
Plan spending targets and compare budget to actual burn.
Finance → Budgets & forecast
Close accounting months so new postings stay in open periods.
Finance → Accounting periods
Run profit and loss, cash flow, and receivables reports for a date range.
Finance → Reports
Inspect or correct one transaction and see what it links to.
Finance → Transactions → click a date or Open full detail
Review one invoice, send it, record payment, or save a PDF.
Finance → Invoices → click an invoice number
See one account balance and every movement through it.
Finance → Accounts → click an account name
Build an invoice, add lines, and send it.
Finance → Invoices → New invoice.
Enter a supplier bill you need to pay.
Finance → Bills → New bill.
Log money that left the business (receipt, card, cash).
Finance → Expenses → New expense.
Ask how to do a job
Ask how to set something up. When you finish a step, type done.