Features
Finances App is built around daily freelancer finance work. Each main sidebar item is a real page, and workspace data stays isolated.
Dashboard
The dashboard is an overview, not a replacement for the ledger pages. It shows:
- Ready work
- Revenue
- Unpaid invoices
- Cash collected
- Expenses
- Profit estimate
- Tax estimate
- Recent invoice and cash movement
- Backup status
Use it to see what needs attention, then open the relevant page to do the work.
Clients
Store client billing data, country, language, currency, tax identity, and contact details. Client records feed invoice drafting and PDF validation.
Work items
Track billable work by client, date, description, quantity, unit, rate, tax treatment, and invoice status. Draft invoices from ready work items instead of retyping invoice lines.
Invoices
Create draft invoices from work items, review invoice details, validate country requirements, preview PDF state, render PDFs, and track invoice status.
The current invoice foundation includes Swiss QR-bill support and Spanish invoice/VERI*FACTU technical groundwork. It is not legal certification. Review local tax requirements before using generated invoices in production.
Payments
Record manual payments against invoices, including partial payments. Dashboard totals and unpaid invoice state update from these records.
Expenses
Track expenses with vendor, category, date, amount, currency, recurrence, tax, payment method, and optional client linkage.
Settings
Settings covers:
- Business profile
- Invoice defaults and numbering
- Payment accounts
- Categories and labels
- Workspaces and users
- Backups and restore
- Notion import/export
- Advanced system details
Backups and restore
Managed backup bundles include app database rows and generated files that still exist in storage. Use backups before destructive testing, upgrades, or restore practice.
Optional Notion import/export
Use Notion as a reviewed connector:
- Preview import before applying.
- Import work items and clients from a test workspace.
- Export snapshots from SQLite to Notion for sharing or migration context.
Do not treat Notion as the production database.