Vetere Custom Woodworks Income and Expenses

Business Snapshot

From To

Expense Summary

Pie charts are based on positive expense amounts by category.

Vetere Custom Woodworks Income Tracker

Upload checking account statements, review deposits, and categorize income by cardholder.

From To Category Status

Status	Date	Source	Amount	Category	Notes	Actions

Vetere Custom Woodworks Expense Categorizer

Upload statement files, categorize, and review expenses.

From To Category Status

Status	Date	Description	Amount	Category	Notes

From To Category Status

Status	Date	Description	Amount	Category	Notes

From To Category Status

Status	Date	Description	Amount	Category	Notes

From To Category Status

Status	Date	Description	Amount	Category	Notes

From To Category Status Card

Status	Card	Date	Description	Amount	Category	Notes

Reports

Review income, expenses, and profit across the selected reporting period.

From To

Income by Category

Expenses by Category

Activity History

Review recent imports, deletes, and major bookkeeping actions.

Settings

Manage display options, categories, and cardholder mapping.

Color Scheme Text Size Compact table rows

Expense Categories

Add Expense Category

Income Categories

Add Income Category

Cardholder 1 Name Card 1 Last 4

Cardholder 2 Name Card 2 Last 4

Cardholder 3 Name Card 3 Last 4

Saved Starting Addresses

Matthew Default Start Adam Default Start Mark Default Start

Saved Ending Addresses

Add Saved Ending Address

Connected Bank Accounts

Connect your bank or credit card accounts to automatically import transactions. Expenses go to the Expenses table; deposits go to Income. You can recategorize anything after import.