Our budget

Add a statement

Weekly — upload here first

Paste rows instead

Decides what's due for personal vs business below

Marking "Paid" clears it from this list

Already handled some of this in the old system? Catch up in one go →

This only sets Entered + Paid — it never changes a transaction's category or amount.

Mark everything up to and including

Personal costs paid on a card, reimbursed by someone else — not household, not business

Xero — business transactions

Month

This is what to enter in Xero for the calendar month above — a different figure from what's due toward a card statement, shown above.

Merchant rules

Auto-categorisation rules. A bad rule can silently misroute future transactions — delete it here the moment you spot one.

Self-check

Runs the same checks the build brief requires, against your real data, in your browser — not something to take on trust.

Backup

Restore from a backup file (merges — never deletes existing data)