katydid
recurring expenses — fixed bills, variable bills, and your monthly nut
articles
- 01
connect your business bank account
preview(coming soon — bank feeds live in sycamore.) katydid only handles recurring expenses now. for bookkeeping, open sycamore.
3 steps·~2 min - 02
categorize transactions
preview(coming soon — transactions live in sycamore.) for bookkeeping (ledger, accounts, categorization, p&l), open sycamore.
3 steps·~2 min - 03
export for your accountant
preview(coming soon — reports live in sycamore.) for p&l, account-level reports, and tax exports, open sycamore.
3 steps·~2 min - 04
set up your chart of accounts
the chart of accounts moved to sycamore. katydid only handles recurring expenses now — for the buckets every dollar in or out gets sorted into, open sycamore.
2 steps·~2 min - 05
add a manual journal entry
manual entries moved to sycamore. for cash sales, owner contributions, write-offs, or anything that didn't flow in from pawpaw, bluejay, pecan, or sassafras, log it directly in sycamore.
2 steps·~2 min - 06
set up a fixed recurring expense
for bills that hit the same dollar amount every cycle — rent, software subs, insurance. set it up once and katydid posts it to your books on schedule.
3 steps·~2 min - 07
track a variable recurring expense
for recurring bills with amounts that bounce — utilities, fuel, phone. katydid keeps a rolling 6-month average so spikes stand out.
3 steps·~2 min - 08
auto-detect recurring patterns from your books
katydid scans your sycamore ledger for vendors that hit roughly the same amount on a similar day each month. one click pins any match as a tracked recurring expense — no setup.
3 steps·~2 min - 09
see what your monthly nut actually is
the dashboard's monthly baseline = recurring fixed bills + the 6-month average of variable recurring. that's the floor on what you have to make every month before you take home a dollar.
3 steps·~2 min - 10
set up a budget cap per category
for categories that creep — meals, supplies, software — set a monthly cap. katydid flags the category as "approaching" or "over" before the month ends so you can pull back.
3 steps·~2 min - 11
see your top vendors by spend
the vendor rollup view groups every transaction by description so you see who you spend the most with — useful for renegotiating, consolidating, or picking subscriptions to cancel.
3 steps·~2 min - 12
edit, pause, or delete a recurring schedule
for a vendor that changed terms (rent went up), a service you cancelled, or a seasonal pause. each schedule has edit + pause + delete from the row.
3 steps·~2 min
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