Close a month
A checklist for the month: uncategorized charges, receipts, questions, and the profit and loss.
Walkthrough 1 of 4
Open Month-end
Go to Month-end and pick the month. The list shows whether bank activity is in, which charges still need a category, and whether receipts are matched.
Step 1
Open Month-end
Go to Month-end and pick the month. The list shows whether bank activity is in, which charges still need a category, and whether receipts are matched.
Step 2
Categorize what is still open
The uncategorized list is that month only. Pick a category, or use the suggestion when one is there. A charge you are not sure about can get a question.
Step 3
Answer questions and review the profit and loss
Questions saved on a charge show on this page. Answer them, open the profit and loss for the same month, and check Bank and card activity is in.
Step 4
Mark the month closed
When every step is done, mark the month closed. You can reopen it later. Closing does not lock the transactions.
Open this in your books after you sign in.