Finance
In a small company, somebody sorts the month’s money into categories before the accountant sees it. This is their ledger, and it shows where the money went.
Add Finance to your workspace
It installs from the App Library inside Cordango and starts working with what you already have.
Every transaction goes in once, in or out, with the counterparty, a reference and one of your own categories, so the totals mean something to your company rather than to a chart of accounts. Each category can carry a monthly budget and an owner. Once a line has been checked against the bank statement, mark it reconciled. The overview shows income and spend by month and by category, with the latest transactions underneath.
What it does
- Every transaction in one list, in and out, with what it was
- Your own categories, so the totals mean something to your company
- Mark a transaction reconciled once it has been checked against the bank
- What came in, what went out and what is left, by category
What's included
Records
- Budget category
- Transaction
Roles
- Finance
- Viewer
- Administrator
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Screenshots
