Drop Magnolia bank extract PDF here
or click to browse
Possible Duplicate Payments & Unrecognized Transactions
Step 1 — Review & Verify Transactions
Quickly scan all transactions. Change any category — every change teaches the system for next month.
Step 2 — Costs Summary (Comida / Variaveis / Fixo / Vinho)
Drop Calma bank extract PDF here
or click to browse
Possible Duplicate Payments & Unrecognized Transactions
Step 1 — Review & Verify Transactions
Quickly scan all transactions. Change any category — every change teaches the system for next month.
Step 2 — Costs Summary (Comida / Variaveis / Fixo / Vinho)
Month Closure — Both Restaurants as One Company
Drop both restaurants' costs spreadsheets, then enter the manual values. Smart suggestions are based on 2025 patterns to help you project early before the accountant confirms.
① Drop the two costs files (one per restaurant)
🌸 Drop Magnolia costs .xlsx
From Magnolia tab → Step 2
🌿 Drop Calma costs .xlsx
From Calma tab → Step 2
② Combined cost totals (auto-summed)
③ Manual inputs (total for both restaurants)
No closures saved yet
Once you save a few monthly closures on the Combined tab, this dashboard will show trends, insights and downloads.
📊 Compare — current month against your own baseline
Upload your past year's data once (combined Magnolia + Calma → one company). The platform learns your normal ranges and compares each new closure against same-month-last-year, the yearly average, and your "normal range". As you save more months in Historic, the baseline becomes even smarter automatically.