EAW P&L Dashboard

Filter by account: Sort by:

▸⚑ Needs Review

▸Bank Statements (this month — view, attach, or mark not applicable / missing)

▸Income

Date	Source	Category	Account	Amount	✓

▸Expenses

Date	Vendor	Category	Account	Amount	Receipt	✓

▸Transfers & card payments

Date	Name	Category	Account	Dir	Amount	✓

Transfers and credit-card payments (money moving between your own accounts) live here, separate from the P&L. They don’t count toward Total Income, Expenses or Net. Change a row’s category to pull it into Income or Expenses.

▸Goal Tracker

Category	Actual	Goal	Difference

▸Allocation

Amount to allocate

Bucket	Percent %	Amount
Total allocated
Unallocated

Total Income

$0.00

Total Expenses

$0.00

Net Profit / Loss

$0.00

Date column
Amount column
Vendor column
Category column
Account column

EAW · P&L Dashboard

EAW · P&L Dashboard

▸⚑ Needs Review

▸Bank Statements (this month — view, attach, or mark not applicable / missing)

▸Income

▸Expenses

▸Transfers & card payments

▸Goal Tracker

▸Allocation

Yearly summary (auto-calculated)

Owner’s Draw

Bank Accounts (Acct# codes — set them in Manage lists → Accounts)

Chart of Accounts (your codes — A–Z, A-01, A-02, B-01…)

General Ledger (Thomas’s view — Debit = money out, Credit = money in)

Account Codes (your Acct# scheme — e.g. BoA-Biz-Chk-01-3777)

Merchant Rules (auto-applied on import)

Category Translations (incoming bank category → your category)

Manage lists

CSV import / export

Google Sheet connector