Recent Expenses
Recent Bookings
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Import New Data
Upload bank CSVs for expense import or Airbnb CSVs for booking import. Each import creates a review queue where you classify and approve records before they become committed data.
Expense Import
Upload a bank CSV (Chase, etc.) to import and classify transactions as business or personal expenses.
Open Expense Review →Booking Import
Upload an Airbnb CSV to import bookings with revenue, fees, and guest details.
Open Booking Review →Recent Import Jobs
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