Use the balance sheet
What your business owns, owes and is worth.
Updated 2 Nov 2026
Open Reports and choose Balance sheet. The top card shows your business worth: what you own minus what you owe.
What you own
- Cash and bank is your opening cash, plus what you received, minus what you spent and loan payments.
- Clients owe you is the unpaid work across all clients.
- Assets such as machines, land and your starting cash. Tap Add to enter them with what they are worth today.
What you owe
Tap Add loan to record a loan, an EMI, money you owe or anything else. Tap a loan to record a repayment. A loan shows as Paid off when nothing is left.
Tip. Add your machines and any cash you started with so the total is complete.