Getting your finances organized should not require a weekend of setup. rcpt is built for speed: open the app, log a transaction, and move on with your day.
This guide walks you through the essentials so you can start tracking income and expenses — and running the rest of your business — in minutes.
Why track every transaction?
Most people only look at their bank balance. That number does not tell you why money came in or went out. Logging each transaction in rcpt gives you:
- A clear history of income and expenses
- Categories you can filter later
- Cleaner records when tax season arrives
Thirty seconds a day beats a shoebox of receipts in April.
Log your first expense
- Open rcpt and start a new transaction.
- Enter the amount and a short note (for example, “Office supplies” or “Client lunch”).
- Pick a category from the built-in list (or create your own) so you can find it later.
- Save — you are done.
Repeat the same flow for income: invoices paid, freelance payouts, or cash sales.
Categories, ready when you are
rcpt comes with a built-in list of expense categories so you can start logging right away. Pick from the defaults when you add a transaction, and create more categories whenever you need something that fits your business better.
Consistent categories make filters and exports much more useful later.
Clients, vendors, and projects
rcpt is more than a ledger. Keep your business relationships and work organized in one place:
- Clients — store who you work for so income, invoices, and projects stay connected to the right people.
- Vendors — track who you pay so expenses and bills are easy to review later.
- Projects — group related work, expenses, and billing under a single project so you always know what a job is costing and earning.
Together, these give you context behind every dollar — not just a list of amounts.
Invoices and estimates
Send professional documents without leaving the app:
- Create invoices tied to your clients and projects.
- Build estimates for proposed work, then convert an accepted estimate into an invoice when you are ready to bill.
- Keep everything linked to the same client and project records you already use for expenses and income.
That path — estimate to invoice — keeps quoting and billing in one workflow instead of scattered across tools.
Work together as a team
rcpt supports team members so your whole team can work on the same shared data. Everyone sees the same clients, vendors, projects, expenses, invoices, and estimates — no more emailing spreadsheets or wondering whose file is current.
Invite teammates, collaborate on the day-to-day records, and keep one source of truth for the business.
Make it a daily habit
The value of rcpt compounds when you use it regularly:
- Log transactions as they happen, not at the end of the month
- Review your list once a week to catch anything you missed
- Use search and filters when you need a quick answer about spending
With a lightweight daily habit, your financial picture stays accurate without turning bookkeeping into a second job.