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Records, ready for the year.

Confirmed records become a financial year view you can read, total and share.

A year you can actually read

The Australian financial year runs from 1 July to 30 June. Confirmed records for that year sit together, with totals you can follow.

Income stays what you enter. Purchases, proceeds and expenses can remain distinct, so the summary matches the records.

Anything still waiting for review stays visible, ready for you to finish.

Report preview

Confirmed records

Harbour Stationery$42.00Confirmed
City Pharmacy$16.20Confirmed
Arithmetic total$58.20Two records
Sample year view

Share a clearer picture

PDF and Excel export are part of the first release. Review the file, then pass your confirmed records to your accountant.

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Can I share records with my accountant?

Yes. PDF and Excel reporting are part of the first release so you can review your confirmed records and share them.