This is a preview. Look around every module. Nothing saves, and nothing is stored, until Sereneo opens and you have an account.
Join the waitlistMoney
Bank statements in, a personal profit and loss out.
Upload a statement
If the file needs a password, store it under Document passwords first and pick it here.
Whose statement is this
Password to open itNone needed, From your stored passwords
File
Drag and drop, or browse
Categories
A category is what an accountant would call an expense account. Sereneo creates them on your first statement, and you can rename, add or reassign any of them.
Category name
Reports
The P&L exports to Excel with every transaction on a second sheet, so you can filter it yourself. Load property and vehicles and a balance sheet comes with it.
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