Dashboard
Revenue by Pillar
Recent Revenue
Recurring expenses auto-generate into each month's expense entries. Define once, applies forever.
Store vendor details once. Select from the list when logging expenses.
P&L Statement
Revenue by Pillar and Source
Pillar Contribution Revenue minus direct (pillar-assigned) costs only
Revenue vs Expenses - Monthly
 Revenue     Expenses
Monthly Breakdown
Annual Revenue by Pillar

Data Backup and Restore

All data is stored in your browser's localStorage. Download a backup regularly so you don't lose anything if your browser data gets cleared.

Download Backup Full data export as JSON

Downloads a complete snapshot of all revenue and expense entries. Keep this somewhere safe - you can restore from it at any time.

Restore from Backup Replaces all current data
Restoring a backup will permanently replace all current revenue and expense entries. This cannot be undone. Download a backup of your current data first if you are not sure.

CSV Exports

Select the period and export type, then download. All files are UTF-8 CSV - compatible with Excel, Google Sheets, and accounting software.

Revenue Entries One row per transaction

All revenue entries for the selected month including pillar, payment source, product, and amount.

Expense Entries One row per transaction

All expense entries for the selected month including category, pillar assignment, original currency, and USD amount.

P&L Statement Formatted for accountants

Full P&L breakdown for the selected month - revenue by pillar, direct expenses, shared overheads, net profit, and partner splits.

Annual Summary 12-month view plus pillar breakdown

Month-by-month revenue, expenses, net profit for the full year, plus annual pillar breakdown.

Circle Community Import

Export your payments from Circle dashboard and import them here. All entries are mapped to the Community pillar automatically.

Import Circle Payments CSV from Circle dashboard
In Circle: go to Settings - Payments or Members - Export and download the payments CSV. Then upload it here. Duplicate entries are detected and skipped automatically.

Expected columns: date, amount, member name or email, status. The importer is flexible and will match common Circle column names automatically.

Add Revenue Entry
Entry Details
Amount
Add Expense Entry
Entry Details
Selecting a saved vendor auto-fills the name and default category
Assignment
Amount
Automatically creates a recurring template and populates future months
Add Recurring Expense
Expense Details
Assignment
Amount
Schedule
Add Vendor
Business Details
Address
Contact
Tax and Payment
Delete Recurring Expense
Entries before this month are kept for your records. Entries from this month forward will be permanently deleted.
The recurring template will be deleted. Any generated expense entries from the selected month onwards will also be permanently removed.