SweetFolio

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SweetFolio
Dashboard Reports
Monthly Revenue $0
Monthly Costs $0
Net Monthly $0
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To-Do 0

Invoices 0

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Tasks

Documents

Invoices

Reports

Monthly Overview

Breakdown

Stream Details

Earnings Breakdown

Payment Details

New Stream

New Grouping

New Item

Positive = income, negative = expense
Enables renewal tracking and expiration alerts
When does this subscription next renew or expire?
Created:
days before renewal/expiration

Add Cost

New Pipeline

New To-Do

day(s) before due date

Upload Document

Document

Edit Document

Alert Settings

Default alert preferences applied to all items. Override per-item in the Item Reminders tab.

Get notified when a to-do passes its due date.

Alert before a recurring item renews or an item expires.

Enable per-stream cost and income thresholds. Configure thresholds in the Stream Spending tab.

Alert if total monthly revenue falls below your target.

Alert if total monthly costs exceed your ceiling.

Alert if net income (revenue minus costs) drops below your minimum.

Set custom reminder intervals for individual items. Items without custom rules use the global defaults above.

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Set cost ceilings and net income floors per stream. You'll be alerted when thresholds are crossed.

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Configure where alerts are sent and customize email templates for each alert type.

Alerts are sent to your login email address, plus any additional recipients below.

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These addresses will also receive all alert emails.

Customize the subject line, heading, and body text for each alert type.

Edit Email Template

Merge tags: {{name}} = item name, {{count}} = number of items

Email Preview

New Invoice

Description Qty Unit Price Amount
Subtotal $0.00
$0.00
Total $0.00

Invoice

New Folder

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