- Add all of your clients through the
Manage Clients
tab - Add all of your expense categories through the
Manage Categories
tab - Add your transactions
- From the main page, click the year you'd like to access
- Tap
Add Transaction
and provide the details
- Automatically split transactions up across multiple months (ex: quartely invoice, yearly license, etc.)
- Automatically generated forecasts based off of historical data
- Automatically attach credit card fees to income transactions
- Create a new DB in your MySQL instance
- Import the database structure from
DB.sql
- Update the parameters in
config example.ini
- Rename
config example.ini
toconfig.ini
- Place the code on a server capable of running PHP
- Navigate to the
public
directory to access the website
- Make SSO optional