Overview
Spend summary · this month
Personal Spend
$—
— transactions
Business Spend
$—
— transactions
Uncategorized
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click to review →
Connected Accounts
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Top Personal Categories
Top Business Categories
Personal
Your personal spending · categorized · —
Business
Boho Bebe + other business spending · categorized · —
Monthly Commitments
Monthly commitments vs variable spending · what you must pay vs what you choose · —
Reconcile · Boho Bebe
Business revenue, ads, and COGS in one view · —
ℹ Reconcile Lite.
This view pulls data from the Boho Bebe accounting Supabase (orders, Google Ads, COGS) to give you a unified picture alongside your Chase transactions.
Full match/mismatch reconciliation — where we pair every Shopify order to its Chase deposit, every Google Ads charge to its credit card debit, etc. — is the next phase.
Requires confirming your Chase business account last4s and pulling Shopify payout data.
Tax Dashboard
Deductions, estimated savings, and Schedule C preview · —
⚠ Not tax advice.
This is a planning tool based on transactions you've tagged as deductible. Actual tax liability depends on your entity structure, filing status, QBI eligibility, state rules, and dozens of other factors.
Always run numbers past a CPA before filing. Categories map to IRS Schedule C line items but your actual return may differ.
Actions & Recommendations
CPA-grade to-do list · tax, reimbursement, and organizational wins · — open
Connected Accounts
Bank accounts, credit cards, and savings accounts linked via Plaid
Transactions
All transactions across connected accounts and imported CSVs
Quick filters:
Categorization Rules
Admin only — manage the rules that auto-categorize transactions
Settings
Manage your account