Set up a bookkeeping system or spreadsheet
A bookkeeping system is just a reliable place where every dollar is recorded the same way every time. It doesn't have to be fancy — it has to be consistent, because consistency is what makes the numbers trustworthy.
Do this
- Use Bizer's Money module (or a simple spreadsheet) as your one source of truth.
- Set up a short list of categories that match how you actually spend.
- Record income and expenses in the same place, the same way, every week.
- Once a month, make sure the system matches your bank balance.
Bookkeeping Setup Checklist
- Choose one system and stick to it (Bizer Money or a spreadsheet)
- Create 8-12 spending categories that fit your business
- Record every transaction in that one place
- Reconcile against your bank once a month
- Back it up / keep it in the cloud