Reports, tax & documents
The month closed while it is still the same month, and the papers somebody else can check.
Where the money went, and where it came from.
Cashflow by month, spending and income by category with the change against last month, top payees, and a 12-month trend behind every line.
- Net worth history and a sixty-day forecast
- Every block exports as CSV, the month as a PDF
- Business spaces slice the same numbers by project
The crypto year, in one table.
A yearly FIFO report over disposals with fees in the cost basis, and every line marked exact, derived or approximate. Numbers, not tax advice.
- Transfers between your own wallets are never a sale
- Valued in your currency, per lot
- Read the whole story on the crypto page
VAT adds itself up.
Tax lines on invoices collect into a quarter view: what you charged clients, what you paid on expenses, and what is left to pay.
- Per invoice VAT or GST lines with the rate you set
- Summary PDF and the rows as CSV
- Record the payment when you file, so the quarter closes
The papers live where the money is.
Contracts, NDAs, statements and receipts in an encrypted vault with folders, versions and per person shares.
- Encrypted at rest, and every download shows in the log
- Share a file with one person, or by a link that works across spaces
- In a family space the vault opens to the heirs with the rest
What you can hand over.
What this area touches.
Where the money sits and what it did, the part everything else reads from.
Read the area →Crypto in the ledgerSwaps, Aave and the yearly FIFO report.
Read the area →Budgets, goals & the month aheadLimits, savings and everything the month already promised.
Read the area →Getting paid & paying outInvoices and pay links on one side, payout batches and approvals on the other.
Read the area →Close a month and see.
Reports come with the free plan. VAT returns arrive with the paid ones.