This month at a glance
Reserve goal
Target: 3 months of running costs — your first financial goal.
Where this month's money should go auto-allocation
Based on income this month. Every payment auto-splits into these pots — edit the % in the Pots & Allocation tab.
Money in & out
Log a payment
Ledger
| Date | Description | Category | Tag | In | Out |
|---|
Pots & allocation engine
Mode:
Step 1 — every £ of income splits
Step 2 — the Profit is distributed
Tithe + Offerings = 20% of profit. Reserve is fed first until the target is hit, then redirects to Own-Apps & Owner's pay. Partnership: fixed £/mo.
Adjust the percentages
Products & projects — profit / loss
Add a product / project
Portfolio
Freelancer payments
Everyone's a freelancer — they invoice you, you pay, you keep the proof. No payroll, no employer tax.
Team
| Name | Role | Basis | Paid to date |
|---|
Log a freelancer payment
Payments
| Date | Who | For | Amount | Proof |
|---|
Giving
Churches & charities we partner with
| Name | Vision / goal | £/mo |
|---|
Systems & SOPs
How it all connects
Bank (Mettle)→FreeAgent (books)→This dashboard (cockpit)→Claude (reports & advice)
Bank feeds transactions into FreeAgent (official books). You steer from this dashboard. Claude reads a summary to write reports & give CFO advice.
Bookkeeping Key — plain English
The words you'll meet, what they mean, and a real example. (More detail folds in from your bookkeeping video.)