Overview
Overview
Customize overview
Toggle widgets on/off, drag tiles to reorder. Reordering stays within a section.
Combined view
Accounts
Portfolio view
Add transaction
Adding many at once?
New transaction
Tag this transaction to a client for payment history.
For one-off inflows or extra detail. Auto-filled from the client picker above when one is selected.
Records what happened — doesn't move money in your real accounts.
All transactions
▾ More filters
Review queue
Clients
What you call them:
Suppliers
New task
Quick to-dos that aren't billable appointments. Mark done when finished.
📋 Agenda
Insights
Insights are based on entries you've logged here — not real-time bank data, and not financial advice. Accuracy depends on how completely you've recorded transactions.
Live
Financial Statements
Cash Flow Analytics
Financial Assets
Revenue
Inbox
Connections
People connected to this business: your team, plus clients and suppliers linked on FF.
Settings
For —
Business info
Names and registration. Most fields are optional — only the display name is required.
Identity
Shown in the business switcher and across the app.
The name registered with tax authorities.
Avatar
A small color tile shown next to the business name in the sidebar and across the app.
YS
More settings — naming, calendar hours, auto-logging, tax registration ▾
What you call them
Used everywhere this group of people is mentioned — sidebar, list page, transaction form.
For ongoing working relationships — a contractor you call for repairs, a cleaning service for a rental apartment, a freight forwarder for an import business, a clinic that hosts your sessions. Rent and subscriptions stay as recurring outflows.
Shows up on the Calendar page, in the new-appointment form, and on each client's detail page.
Calendar
Day & week views show hour rows from start to end (inclusive). Default is 07:00–21:00. Set 00:00–23:00 for a full 24-hour view.
Payment auto-logging
When you mark a session as paid, the payment is logged to this account automatically. Leave empty to fall back to the manual transaction form.
Registration (optional)
Most Israeli businesses use the calendar year.
Affects period defaults later.
My account
Your FF plan and account-level info. Plans are shared across Life + Business — granted by us during the alpha, paid via Stripe at public launch.
Currencies
Choose which currencies you use. They'll appear as filter buttons on Overview and as options when adding accounts and transactions.
Display currency
Conversion rates for roll-ups will be fetched automatically once accounts exist.
Active currencies
Categories
Add, rename, reorder, or disable categories. Renames cascade to existing transactions.
Toggle on/off · Click name to rename · Click "Subcategories" to manage · Click color dot to recolor
Rules
Auto-categorize transactions based on description, payee, amount, currency, or account.
Your rules
Team
People in this business. Owners can pay them salary, dividends, bonuses, or owner draws. Roles control which payment types are valid.
Members
Roles
Each role specifies which payment types members on it can receive. Edit names and permissions to match your business.
Ownership
Who owns what % of this business. Distinct from Team — a stakeholder doesn't have to be on the team, and a team member doesn't have to be a stakeholder.
Total shares
Set higher for finer-grained percentages.
Edit mode
Percentages auto-convert to shares.
Allocation
—
—
Stakeholders
History
Recent changes to total shares and stakeholders. Auto-recorded each time you edit.
Add stakeholder
Someone who owns part of this business. Can be a team member, another platform user, or off-platform.
Pay distribution
Split an amount across stakeholders proportional to their shares. On-platform stakeholders get a pending cross-app transfer; off-platform stakeholders are recorded as cleared local outflows.
Invite a team member
Look up by email, or pick from your connections. They'll see an invite in their FF inbox and can accept or decline.
Invite a co-owner
Co-owners can edit this business — including transactions, accounts, clients, and settings. They cannot remove the original creator, and only the creator can delete the business.
The role above is just a label on their team entry — it doesn't affect edit access. All co-owners can edit equally. You can change their role later from the team list.
Add role
Define a role and which payment types its members can receive.
Business Page
A clean public page for your business — share the link in your bio. Built from the fields below in a couple of minutes.
Publish my Business Page
What people see
Contact buttons
Shown as tap-to-contact buttons on your page. Leave blank to hide.
Services
What you offer — shown as a list on your page. Price is optional, free text.
Social & web links
Shown as icon buttons. Pick the type and paste the full URL.
Booking & mentoring
When your Public booking is on, the page shows a “Book” button linking to your booking page.
Custom domain support is coming. Changes save automatically.
Public booking link
Give clients a URL where they can pick a slot and book themselves in. Bookings land straight on your calendar.
Accept public bookings
Off by default. Turn this on once you've set your link and your hours below.
Your link
app.fffam.app/biz/
/book
Lowercase letters, numbers, and hyphens. 3–40 characters. Once a client books with this link, changing it will break their cancellation links.
Your working hours
Set the hours you work each day. These shade your calendar's availability (so you can see what's free) and — when public booking is on — the slots clients can book. Off-days are skipped automatically.
Advanced — slot length, buffer, lead time, confirmation mode ▾
"Wait for my approval" holds each booking as pending until you approve or decline it from your calendar; "Confirm automatically" books the slot the moment a client picks it.
Shown to the client in their confirmation email.
Add custom questions clients answer when they book. Up to 5 questions. Answers land on the appointment + in your notification email.
Import data
Bulk-add transactions or transfers from your bank, card, or accounting software. Paste rows directly from Excel or Google Sheets.
Import transactions, transfers, and more
Paste any spreadsheet or drop a file — bank export, CSV, .xlsx. We auto-detect columns, remember your mapping, flag duplicates, and let you fix bad rows inline before anything writes.
📋 Paste or drop a file
🧠 Remembers your mapping
🔁 Auto-links transfers
✏️ Fix bad rows inline
Prefer to paste directly into a grid? Open the classic 3-tab importer
Paste rows from Excel or Google Sheets — anywhere in the table — or type directly into any cell. Each row becomes a transaction.
Tip: When pasting from a bank or card export, include the description column. Negative amounts are auto-detected as outflows. Rows with unmatched or empty categories land in the Review queue for quick categorizing.
Date format:
↓ "Apply ↓" fills the picked value into all rows that have at least a date or amount.
▾
Rules for transactions
0
| # | Date | Amount | Dir. | Curr. | Account | Category | Subcategory (opt.) | Description (opt.) | Payee (opt.) | Reference (opt.) | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ↓ | Apply all | Apply all | Apply all | Apply all | Apply all |
Bulk-import internal transfers — moving money between your own accounts. Each row creates a paired outflow + inflow.
Same-currency only. Cross-currency moves use the Currency exchange feature inside an account, since they involve a rate.
Date format:
↓ "Apply ↓" fills the picked value into all rows that have at least a date or amount.
| # | Date | Amount | Curr. | From account | To account | Fee (opt.) | Description (opt.) | |
|---|---|---|---|---|---|---|---|---|
| ↓ | Apply all | Apply all | Apply all |
Paste a screenshot of a transaction table from your bank, card, or accounting tool. Each visible row becomes a transaction in the table you can review and import.
How to use: Take a screenshot with Snipping Tool (Win+Shift+S) or Cmd+Shift+4 (Mac), then click the drop zone and press Ctrl+V. You can also drag-and-drop a saved image, or click to browse. Add several screenshots if your statement spans multiple pages.
Drop screenshot here, paste with Ctrl+V, or click to browse
PNG / JPG · Hebrew + English supported · multiple images supported
Language
Choose the language of the app's interface. Your transactions, names, and notes stay as you typed them.
Applies immediately. Synced to your account so it follows you across devices.
Tutorials
Re-show onboarding messages and walkthroughs you've previously dismissed.
Security
Change the password you use to sign in.
Enter your current password to confirm, then set a new one of at least 6 characters.
Advanced
Less-used settings and irreversible actions for this business.
🔒 Your account (across all businesses)
Privacy & data
Your data, your control. Export everything you've entered across all your businesses, or permanently delete your entire account. Required by privacy law and we take them seriously.
Export downloads a JSON file with everything you've recorded — every business, every transaction, every account. Deletion removes your account and all personal data; you'll be signed out immediately. Multi-owner businesses you share with others stay alive — you're just removed. Audit-log entries are append-only by design and may remain.
📦 This business only
Export all data
Download a complete backup of this business's data as a JSON file.
Delete this business
Permanently delete —, including all accounts, transactions, and settings. This cannot be undone.
Import
Open on desktop to import
Importing a spreadsheet involves dragging columns around, which works best on a bigger screen. Open Business on a desktop or laptop to continue.
Paste or upload your data
Accepts CSV and Excel (.xlsx) files, tab-separated paste from Excel / Google Sheets, or HTML tables.