Flows & wizards

A new book from nothing — who it is for, which accounts it holds, and what it should open on.

Choosing the institution, consenting to the feed, and mapping each account to the ledger it belongs to.

Upload, map the columns, resolve the duplicates, commit — with the row count and the total agreed at every step.

Nine boxes derived from the ledger, each traceable to the rows behind it, and a submission that cannot be taken back.

The checks a book must pass before its months are frozen, and the balances that carry forward once they do.

Hours in, payslips derived, one transfer out — every figure recomputes from the hours, and the run's bottom line is the single figure the bank must clear.

The invoices to pay, the account and date they leave from, and the review that prints every payment before the run lands.

A goal set from the start — the target, the deadline, and the standing order that either meets the pace or states the shortfall.

The move between banks with everything that has to come with it — ten payments decided row by row, and the old account closed only once the feed is quiet.

The month's income placed into envelopes with the total kept live — the gap named, the overrun warned, and the overspend rule stated before money moves.