Lesson 7 of 7 · 2 min
How the whole app fits together
Parline has a lot of screens, but they split cleanly in two. A handful are where you put information in. Everything else is worked out from those - it stores nothing of its own.
You type these in
The only places anything is entered. This is your data.
Parline works these out
Nothing here is typed in. Every figure is the screens above, added up a different way.
A bit of both
You type the plan; the figures beside it are worked out.
Why this is worth knowing
It tells you where to go when a number looks wrong. You never fix a - there is nothing on it to fix. You fix the behind it, and the statement redraws itself. Same for every report, every total, every chart on the dashboard.
A worked example
Your Income Statement says you spent $4,200 on fuel last quarter, which cannot be right. You do not edit the statement. You click the fuel figure, land on the transactions behind it, and find a $3,000 equipment purchase filed under fuel by mistake. Move that one transaction to the right and the Income Statement, the , the cash flow statement and the year-end package are all correct the next time you look at them. One fix, everywhere.
The app tells you which is which
Every screen says so next to its own title - a filled Your data chip if you can edit it, a plain Calculated one if it is worked out. Open the chip on a calculated screen and it names the screens it was built from, as links, so you can walk from a figure straight to the records underneath it.
What this means day to day
- Keep the left-hand side honest. Time spent getting transactions right is the only bookkeeping there is.
- Never re-type a total. If you find yourself wanting to correct a report, the transaction behind it is wrong.
- Reports are always current. There is nothing to rebuild or refresh - a statement is drawn the moment you open it.