Guide
How to use Degresh Finance.
Short explanations of the main ideas and everyday workflows, with menu and button names exactly as they appear in the app.
Start here
New to Degresh Finance? Read these three articles in order.
Getting started
Create your first space, choose a view, set up accounts, bring in opening balances and invite your team.
Read→Simple vs Advanced
Two views on the same ledger: what each one shows, and how one quick entry becomes a balanced journal entry.
Read→Record a transaction
Record an expense, income or transfer with Quick add, attach evidence, and make routine transactions recurring.
Read→
Core workflows
Step-by-step help for the jobs you'll do most often.
Post a journal entry→
Post a multi-line debit and credit journal entry in the Advanced view, including lines in another currency, departments and projects.6 min read
Correct an entry→
A posted entry is never edited. Correct it with a reversal or a void, then post the right entry.5 min read
Close a period→
Open an accounting period, finish the month-end work, then lock the period so its numbers stop changing.5 min read
Run reports→
Trial balance, income statement, balance sheet, account statement, cash flow and general ledger — how to read them, export them and combine several spaces.6 min read
Reconcile a bank statement→
Import a bank statement from Excel, match its lines to the books, turn bank charges into entries, then finish the reconciliation.7 min read
Plan a new business or a big expense→
Lay out a plan month by month, see how your cash looks ahead, then turn the plan into a budget when you're ready to start.6 min read
Run a business simulation→
Work out what a business could earn and what it takes: how much you need to sell to break even, and when profit covers everything spent so far.7 min read