Bookkeeping Settings

🌐 General & fiscal settings

Base currency, fiscal year and date formats for all bookkeeping reports.

Applies across all bookkeeping pages

Base currency

Fiscal year starts

Date format

Number format

Decimal places

Lock date (optional)

After this date, transactions are read-only. Use when you’ve closed a month or year.

💰 Tax & currency behaviour

Default tax rules and how tax is shown in transactions.

Default tax rate

Used when creating expenses or income entries without specifying a tax rate.

Tax mode

Tax ID label

Your tax ID

Tax options

Track tax per line item (vs whole transaction)

Allow multiple tax rates (e.g. state + federal)

🧾 Invoice & category defaults

How invoices and categories map into bookkeeping.

Default income category for invoices

When invoices are marked as paid, income entries can use this category by default.

Default expense category

Invoice sync

Auto-create income transactions when invoices are paid

Keep link between invoice and bookkeeping entry

Rounding

Allow small rounding adjustment lines on invoices/P&L

⚡ Automation & safety

Control recurring entries and editing rules.

Recurring entries

Enable recurring expenses (e.g. rent, software)

Enable recurring income (e.g. subscriptions retainers)

Editing rules

Prevent changes before lock date

Ask for reason when editing posted transactions

📤 Export & data

How you share data with accountants and backups.

Default export format

Export detail level

Sharing

Include tax breakdown in exports

Include transaction notes in exports

Backup (future)

Later you can add automatic backups to cloud storage or email downloads to your accountant on a schedule.