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FINANCE & MONEY TRACKER · Where money comes in, where it goes out, and where the IRS comes looking.

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IN THIS SECTION · Banking & Accounts · Income Log · Expense Tracker · Invoice Log · Tax Prep Checklist · Financial Goals

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Quick Navigation

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Choose your tracking style (both options work):

• Option A (Recommended): Use Finance Ledger for everything (invoices + income + expenses) so you only log in one place.
• Option B (Separate Logs): Use Invoice Log + Income Log + Expense Tracker if you prefer separate databases.

Important limitation: This is a manual tracker (it doesnt automatically pull bank or Stripe/PayPal/QB transactions).

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🏦 Banking & Accounts

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This database is your master list of accounts. Use it to track whats open, whats closed, and quick balance snapshots.

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Banking & Accounts

💸 Finance Ledger (All Financials in One Place)

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This is the single source of truth for logging invoices, income, and expenses in one stream. Use views to filter by Type.

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How to use it:

• Log everything as a new row.
• Set Type = Invoice / Income / Expense.
• Use Paid / Cleared to mark whats actually been received/paid. </aside>

Finance Ledger

📊 Income Log (Option B / Separate Logs)

Invoice Log

Income Log

🧳 Expense Tracker (Option B / Separate Logs)