Knowledge Base - Business

Start a Business trial, seed your chart of accounts, connect banks with Plaid, and invite workspace members.

Sync and review transactions, add manual entries, import CSV history, match statements, and export data.

Customize your Business dashboard: P&L Summary, Product Analytics, and other operating metrics.

Use the Business chart of accounts, create custom categories, split transactions, and handle refunds.

Create category rules, set priority order, apply them to history, and understand platform split freezes.

Turn optional Business budgeting on or off, choose monthly vs annual methods, and set category goals.

Read Gross Profit through Net Income, compare periods, drill into transactions, and export reports.

Connect Stripe, Etsy, Shopify, or Amazon; match payouts; manage allocation splits and the review queue.