sycamore

the profit & loss tab is the answer to "how are we doing?" — revenue minus expenses for the date range you pick.

for cash expenses (a parking fee, a tip, gas you paid out of pocket) that don't have a receipt or didn't come through pawpaw / bluejay / sassafras.

ledger search by description, category, memo, or amount. filter by direction (money in / money out) and date range.

the taxes tab renders a year-end summary in irs line-by-line format. your cpa transcribes it without re-categorizing — that's the whole point.

the accounts tab shows balances across every asset (checking, savings, undeposited funds) and every liability (cards, loans). quick read on net worth.

sycamore's source field tells you the origin of every entry. five apps auto-feed it; the rest is manual.

sycamore is the ledger — every transaction, ever. katydid is the recurring-expense monitor — fixed and variable bills only. they share data but answer different questions.

pawpaw, sassafras, bluejay, and pecan post to sycamore continuously. the import button on the ledger triggers a manual catch-up — useful right after a busy month or if you suspect a sync hiccup.

for entries that landed in the wrong category, or where you want to add a memo for context. only manual entries can be fully edited — auto-fed entries (pawpaw, sassafras, etc.) are mostly read-only because the source of truth is the originating app.

the direction filter on the ledger splits the list into income only, expenses only, or all. handy for spot-checking revenue at month-end or auditing a specific expense category.

for cleanup — accidentally typed the wrong amount three times in a row, or you imported a bad batch. only manual entries can be deleted; pawpaw / sassafras / bluejay entries belong to their source app.

the default chart matches your tax form (schedule c / 1120-s / 1120 / 1065). you can add child accounts under any income or expense parent so reports get more granular without breaking the year-end rollup.

for accounts you've stopped using — a vendor you no longer work with, a category you split into two — archive instead of delete. archived accounts hide from new entries but stay on past entries so your history is intact.

the form you pick (schedule c / 1120-s / 1120 / 1065) shapes your chart of accounts and the year-end report. picking the wrong one means re-categorizing every income and expense account.

the taxes tab renders a year-end summary in irs line-by-line format. your cpa transcribes it without re-categorizing — that's the whole point of doing your books in sycamore.

every account on the chart has a running balance and a list of every entry that hit it. drill in to find the one transaction that's making a category look weird.

for boards, accountants, or anyone who wants the same view you're looking at. the p&l export hands over income and expense rows with totals, ready to drop into excel.

anywhere in the suite, the quick-action menu has a "log expense" shortcut. handy for catching a cash purchase the moment it happens — before you forget.

every transaction has a source — manual, sassafras, pawpaw, bluejay, pecan, bank, opening. the source tells you where the entry came from and where to fix it if something's wrong.

open sycamore once a week — friday afternoon — and run a 5-minute review. it keeps the books fresh and catches surprises before they snowball.