Setup
Pick an appearance
🌙 Dark ☀️ Light 🖥️ Match system
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🌙 Dark ☀️ Light 🖥️ Match system
Only your account can create logins for other people or change what they can see and edit. New tools you add later will each get their own permission row here.
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Add a Team Member
Team & Permissions
There's no invite email to send — just share this link. Have them open it, tap "Create an account," and sign up with their own email and password.
Copy link
Once they've signed up, they'll show up in the list below (with zero access, by default) — come back here and set what they can see and edit.
No expenses logged yet. Tap + to add one.
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Accounts
Cash & bank balances
Add your accounts here, then adjust the balance any time — it's a manual number you control, not synced from your bank.
Add / edit an account
Name
Balance ($)
Save account
Delete account
Your accounts
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Manage DBAs
Doing-business-as names under your LLC
Upload a logo for each — until you do, they'll show as a colored circle with their initial.