Read your finance dashboard

The Finance section tracks every baht in and out, shows your profit, and lists all your payments. It sits in the sidebar under Finance (owners and managers).

1. 1

   Open Finance

   Tap Finance in the left sidebar. It opens on two tabs — Overview for money in and out, and Salaries for paying your team. Finance

2. 2

   Check income, expenses and profit

   The three cards at the top show Income, Expenses and Profit for the chosen period. Switch the period with Today, This Week or This Month — the Profit card turns orange when you spend more than you earn. This Month

3. 3

   Add income or an expense

   Use the green Add Income and red Add Expense buttons to log money by hand. Each entry takes an amount, category, date and optional staff member. Add Income

4. 4

   Set up recurring costs

   Tap Add Recurring for regular bills like rent or subscriptions, and they post themselves on schedule so you never forget them. Add Recurring

5. 5

   Filter and search transactions

   Use the filter panel and presets — This Month, Unpaid, Recurring, Only Salaries — or search to find any payment. The list keeps loading more as you scroll.

6. 6

   Keep categories tidy

   Tap Manage Categories to add or edit your own income and expense categories. Manage Categories