Preparation status
Preview the packMarlow & Reed Studio
Sole trader · design & brand studio · Financial year 2025–26Readiness for accountant review0 of 3 readiness checks clearDraft preparation only — your accountant reviews and advises. Each check below links to where you resolve it.
Your next decision−A$3,199.00
Is the Apple Store laptop a business or personal purchase?A A$3,199.00 purchase at Apple Store Sydney CBD on 20 Sep 2025. Equipment like this is often used partly for private purposes, which changes how it should be treated.
Suggested: “Business with a private-use portion”. Your decision flows deterministically into the draft reports and is logged in the audit trail — nothing is applied on your behalf.
Statement coverageEvidence behind every figure
4received
1processing
3missing
Across 2 accounts and 8 tracked periods.
Manage statementsTransfer matchingCandidate internal transfers to confirm
1candidate pair
0confirmed
0exceptions
A$3,000.00 on 2025-09-01 — awaiting your confirmation. Not counted as income or expense until you decide.
Review transfersMoney movement — draft preparation onlyOptional. A mirror of your classifications, not a profit or financial-health statement.
Business21 lines
A$23,925.53Private3 lines
A$2,857.15Needs review4 lines
-A$2,435.00Where business spend went (draft)
ContractorsA$2,280.00
TravelA$418.00
Software & subscriptionsA$337.39
AdvertisingA$320.00
Office & equipmentA$187.40
Business net (income − expenses): A$23,925.53. Excludes needs-review lines.Full reports
Coverage by accountReceived, processing or missing — every month, every account
Manage uploadsEveryday Business ••4821
Jul 2025Received
Aug 2025Received
Sep 2025Processing
Oct 2025Missing
Business Savings ••7290
Jul 2025Received
Aug 2025Missing
Sep 2025Received
Oct 2025Missing