EAW · P&L Dashboard

Every number here is computed from that year’s monthly entries — matching your original P&L sheet layout.

This is a separate ledger from the P&L — an owner’s draw isn’t a business expense, so it never touches Total Expenses or Net Profit. The yearly P&L shows its monthly totals on the bottom line, and you can export just this ledger from the CSV panel.

Two views of the same data: your alphabetical code system (Chart of Accounts) and Thomas’s debit/credit general ledger. Both appear as tabs in the Google Sheet too, so you can hand him the ledger in his format.

Rules match automatically when the app recognizes a merchant / account / category. When it doesn’t, the row is flagged (or I ask you) — and whatever you pick is saved here as a rule, so it won’t need asking again.