Solo freelancer: the fundamentals

Open the Solo Freelancer demo (Demo library) to follow along.

The simplest end-to-end loop: one account, a recurring inflow, a couple of bills, and the running balance on the matrix. Start here to learn the core moves before the richer demos.

1. Open Solo Freelancer (Demo) and note its one asset account, Everyday Checking.
2. Look at the recurring inflow Monthly retainer: a fixed monthly amount from the customer Bright Ideas Studio.
3. Look at the two recurring bills Cloud hosting (to Cloud Hosting Co) and Coworking desk (to Riverside Coworking).
4. Open the Cash matrix: the retainer lifts the running balance each month and the two bills draw it down, all from three recurring Expected transactions.

Everything else in the app builds on this: describe recurring cash once, watch it on the matrix, then reconcile against reality.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.