Financial Ledger
Dashboard
Transactions
Monthly Report
+ Transaction
Storage
Clients
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Dashboard
Current balance
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Recent transactions
Transactions
Client
From
To
Limit
Load
Monthly report
User
Year
Month
Generate
Add transaction
Client
Direction
Incoming (money in)
Outgoing (money out)
Amount
Date
Description
Source / payer
Where is the money going?
Expense (no recipient to track)
Another client (will create matching incoming transaction)
Someone outside the system
To client
External recipient
Storage location
— none —
Receipt image (optional)
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Storage locations
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Name
Type
Safe
Bank account
Person
Other
Description
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Clients
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Username
Email
Full name
Password
Role
client (read-only)
admin
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Full name
Email
Role
client (read-only)
admin
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