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1. spot-check the p&l
open p&l, set range to "this week". revenue and expenses should look about right. anything 2x normal is worth a click.
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2. clear uncategorized entries
filter the ledger by category = uncategorized. anything sitting there gets a category before you close out friday. usually 1–3 entries.
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3. confirm auto-feeds landed
compare paid invoices in pawpaw to revenue entries in sycamore for the week. compare scanned receipts in sassafras to expense entries. these should match — if not, force a re-sync.
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4. look at cash position
open the accounts tab. is your checking balance trending up or down? a once-a-week glance catches drift before it becomes a crisis.
tipoperators who do friday reviews never get blindsided by tax season. the books are clean every week, so december 31 is a non-event.
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