Read Home in a minuteIn Home
In Home
Start with What needs you
Four rows in the order a morning runs: today’s jobs, overdue invoices, jobs with no date, and quotes nobody has answered.
Example screenStart here · On a computer
- 1Home
- 2What needs you, under your money
Worth knowingA zero on a row is a real zero — DeskOps counted, so there is nothing to check behind it.
In Home
Check how fresh the cash number is
Cash on hand comes from your bank when it is connected. Otherwise it is the number you typed, dated so you can see how old it is.
Example screenStart here · On a computer
- 1Home
- 2Where your money stands
- 3Cash on hand
- 4Update for a figure you typed
or Open Money in when the bank supplies it.
On your phone: Home → Where your money stands → Cash on hand → Update for a typed figure, or Open Money in with a bank.
Worth knowingIf the date under the number is more than a week old, the number is a memory, not a balance.
In Home
Understand your Business Health score
Your score is out of 100, with your trade taken into account. Explain my score shows which factors are moving it and what each one suggests.
Example screen
Example screenStart here · On a computer
- 1Home
Business health, the card beside this month's money.
On your phone: Home → Your numbers this year → Business health.
Worth knowingPick one factor in the explanation you can act on today; the number follows the work, not the other way round.
Want to look at your own?
Clear What needs you first; the score can wait until the rows are done.