Demo · Read-only
All transactions
Transactions
Income · 30d
$21,562.00
+12.4%vs. prior 30d
Expenses · 30d
$28,940.00
+8.2%vs. prior 30d
Net · 30d
-$7,378.00
payroll week
Tax-deductible · YTD
$24,180.00
auto-categorized
Recent activity
Live
| Date | Description | Category | Account | Amount |
|---|---|---|---|---|
| May 5 | Henry Schein — supplies | Supplies | Clin Rewards Card | −$1,847.50 |
| May 5 | Patient payment — Patel, R. (D2740 crown) | Patient revenue | Clin Checking | +$1,250.00 |
| May 4 | Delta Dental — claim payout | Insurance | Clin Checking | +$3,412.00 |
| May 4 | Crown Dental Lab — April invoice | Lab | Clin Checking | −$2,150.50 |
| May 3 | Cigna — claim payout | Insurance | Clin Checking | +$2,180.00 |
| May 3 | Payroll — biweekly | Payroll | Clin Checking | −$14,280.00 |
| May 2 | Patient payment — Hernandez, M. (D7140 extraction) | Patient revenue | Clin Checking | +$845.00 |
| May 2 | Patterson Dental — chair upgrade | Equipment | Clin Rewards Card | −$3,499.00 |
| May 1 | Sterling Plaza LLC — May rent | Rent | Clin Checking | −$5,500.00 |
| May 1 | Patient payment — Wong, K. (D2391 composite) | Patient revenue | Clin Checking | +$320.00 |
| Apr 30 | MetLife — claim payout | Insurance | Clin Checking | +$1,865.00 |
| Apr 29 | Patient payment — Rivera, S. (D6010 implant) | Patient revenue | Clin Checking | +$2,400.00 |
| Apr 28 | Crown Dental Lab — crown & bridge | Lab | Clin Checking | −$1,284.00 |
| Apr 27 | Patient payment — Okafor, A. (D1110 prophy) | Patient revenue | Clin Checking | +$245.00 |
| Apr 25 | Aetna — claim payout | Insurance | Clin Checking | +$1,240.00 |
| Apr 24 | Google Ads — May campaign | Marketing | Clin Rewards Card | −$312.00 |
| Apr 22 | Patient payment — Thompson, D. (D3330 endo) | Patient revenue | Clin Checking | +$1,485.00 |
| Apr 21 | Columbia Gas — utilities | Utilities | Clin Checking | −$412.00 |
| Apr 20 | Patterson Dental — supplies | Supplies | Clin Rewards Card | −$964.25 |
| Apr 19 | Payroll — biweekly | Payroll | Clin Checking | −$13,980.00 |
| Apr 18 | Guardian — claim payout | Insurance | Clin Checking | +$245.00 |
| Apr 17 | Patient payment — Garcia, L. (D2330 anterior composite) | Patient revenue | Clin Checking | +$380.00 |
| Apr 16 | Crown Dental Lab — implant abutments | Lab | Clin Checking | −$1,725.00 |
| Apr 15 | Patient payment — Nguyen, T. (D7240 wisdom teeth) | Patient revenue | Clin Checking | +$1,640.00 |
| 24 of 187 transactions · | ||||