## Login

Username
Password
Username
Password

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### Edit Transaction

Date
Amount
Description
Category
Vendor

## Dashboard

### Gross Income

$0.00

### Returns & Discounts

$0.00

### Net Income

$0.00

### Total Expenses

$0.00

### Net Profit / (Loss)

$0.00

### Top 10 Expenses

## Transactions

Date | Description | Category | Vendor | Amount | Actions
--- | --- | --- | --- | --- | ---

## Upload Files

1. Bank Transactions CSV

(e.g., your `transactions.csv` file. Must have 'Date', 'Description', 'Debit', 'Credit' columns)

2. Sales Summary CSV

(e.g., your `sales-summary.csv` file. Used to find 'Net sales' and 'Square payment processing fees')

## Manage Categories

### Add New Category

Name
Type

### Existing Categories

## Manage Vendors

### Add New Vendor

Name

### Existing Vendors

## Categorization Rules

### Add New Rule

If 'Description' contains:
Set Category to:

### Existing Rules

## Reports

### Profit & Loss Statement

Start Date
End Date