™Typed figures and trackers
Rent, payroll, cash in the bank, or a list that counts itself every month.
- Type a figure: press Add next to a panel, pick the metric (revenue, costs, cash, tax set aside, an asset), the month and the amount. A typed figure beats a document for that month.
- Liabilities: loans, cards, tax and bills with balance, rate, payment and next due date. Paid ones can be marked off.
- Trackers: monthly numbers with a target, such as rent, payroll, cash or new clients. A tracker can count or add up one of your lists each month, so a Jobs list with a price detail becomes revenue without typing.
- Expected on: on any unpaid invoice, the date you expect it, which overrides the averages in the 13-week outlook.
- The 13-week outlook: unpaid invoices on the dates customers usually pay, plus recurring costs and debt payments, and the first week you would run short.
- The goal: an amount to collect, or a number of new customers, with progress on your home page.
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