The basics of how to use CalCal: What it can do for you, and what you can put in it
The Business Details settings box contains most of the important information CalCal needs to know about your business. For example, when you make an invoice, you may want it to show your contact details. If you’re using CalCal’s VAT and self-assessment features, you’ll need to enter your business and personal tax numbers here.
Your dashboard lets you see important info at a glance. You can also link to various parts of the app from here.
We’ve designed the Daily Entries screen to be your main port of call when adding transactions in CalCal (well, unless you’re using our super-lazy Bank Import feature!) Yes, it’s a CALendar and a CALculator. The calendar will usually return to the date of the last entry you put in CalCal. That’s because we know many…
Don’t make a customer called “Sales” or “Takings from minicab 1”, etc. A customer should be a real person or company – someone who can owe you money. To separate out income types, revenue streams, or sources, go to Business Details -> Settings -> Edit Expense and Income Types. The “Transaction Categories and Budgets” box…
The web app is laid out so you can get to everything you need as simply as possible.