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Whether you manage your money across physical tills, digital wallets like Stripe, or traditional bank accounts, it's crucial to know exactly how much cash is sitting in each place. The Balance Overview page gives you a beautifully clean rollup of all your accounts for the current month.
The page is built around a list of interactive cards, one for each active payment method or account you have set up in the system.
On each card, you'll see:
Account Name
E.g., "Cash Register", "Stripe", or "Main Bank Account".
Transaction Count
A quick glance at how many individual payments or expenses passed through this account this month.
Monthly Balance
The net total of all money that went in minus all money that went out. If it's green, you're positive; if it's red, you're negative.
If a balance looks off, or you just want to see exactly what makes up that number, you don't need to jump to a different page. Simply click on the account card!
It will slide open to reveal a detailed, inline table showing every single transaction tied to that account for the month.
The expanded ledger gives you:
Date
When the money moved.
Description
What the payment was for (e.g., a specific booking or an expense note).
Type
A clean badge indicating whether it was an INCOME or an OUTGOING transaction.
Amount
The exact value added or subtracted from the account.
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