Sensitive actions are approval-gated and audit logged

DO
Expense review

Make every cost traceable

Categorization without a receipt or job reference is not complete. The goal is accurate profitability, not a cosmetically clean list.

Recorded spend
$21.5K
Ad spend
$9.3K
Missing receipts
5
Uncategorized
2
MerchantDateCategoryAmountReceiptJob / campaignConfidence
Meta AdsJul 15, 2026Advertising & Marketing$3,200Attachedcampaign-meta-readiness91%
Google AdsJul 14, 2026Advertising & Marketing$2,450Attachedcampaign-google-cleanout91%
Coastal Crew LLCJul 13, 2026Contractor Labor$1,825AttachedSarah Mitchell — Estate Cleanout91%
City DisposalJul 12, 2026Supplies$950AttachedSarah Mitchell — Estate Cleanout91%
Home DepotJul 11, 2026Supplies$418AttachedSarah Mitchell — Estate Cleanout91%
ChevronJul 10, 2026Vehicle & Travel$99MissingSarah Mitchell — Estate Cleanout91%
VercelJul 9, 2026Software$20Not Required—91%
SupabaseJul 8, 2026Software$25Not Required—91%
TwilioJul 7, 2026Software$85Attached—91%
Stripe FeesJul 6, 2026Payment Processing Fees$376Attached—91%
Mission Valley StorageJul 5, 2026Uncategorized$580MissingDaniel Kim — Senior Relocation42%
Harbor Moving Co.Jul 4, 2026Professional Services$1,100AttachedDaniel Kim — Senior Relocation91%
Pacific HelpersJul 3, 2026Contractor Labor$960Missing—91%
U-Haul BoxesJul 2, 2026Supplies$234AttachedMarcus Reed — Senior Relocation91%
ShellJul 1, 2026Vehicle & Travel$83MissingMarcus Reed — Senior Relocation91%
Local ChamberJun 30, 2026Professional Services$325Attached—91%
QuickBooksJun 29, 2026Software$35Not Required—91%
CanvaJun 28, 2026Software$15Not Required—91%
Lunch with partnerJun 27, 2026Meals$68Attached—91%
Bank service feeJun 26, 2026Bank Fees$12Not Required—91%
Meta AdsJun 25, 2026Advertising & Marketing$1,860Attachedcampaign-meta-checklist91%
Meta AdsJun 24, 2026Advertising & Marketing$620Attachedcampaign-meta-reset91%
Google AdsJun 23, 2026Advertising & Marketing$1,140Attachedcampaign-google-veteran91%
Coastal Crew LLCJun 22, 2026Contractor Labor$1,450AttachedDavid Parker — Monthly Home Reset91%
City DisposalJun 21, 2026Supplies$1,250AttachedEmily Foster — Estate Cleanout91%
StaplesJun 20, 2026Supplies$77Attached—91%
Insurance premiumJun 19, 2026Insurance$680Attached—91%
Virtual officeJun 18, 2026Rent/Office$480Attached—91%
Unknown card chargeJun 17, 2026Uncategorized$274Missing—42%
Contract crewJun 16, 2026Contractor Labor$840Attached—91%