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Know your numbers - without being an accountant

ANNA updates

Know your numbers - without being an accountant

June 4, 2026
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1 min

Ever wanted to get a quick overview of the numbers behind your business? ANNA Money's Business Summary gives you a clear mobile view of how your business is tracking financially. 

In this article

See what's behind the numbers

The headline numbers are just the start. Tap into any line item and you'll see the full breakdown - every individual transaction that makes up that total.

View your transaction details

Tap to see the transaction details behind the total, giving you a clearer picture of where your money is coming from and where it's going.

Edit the category and GST component: Not sure if that order should be "stock" or "materials and supplies"? Change the category in a tap so your reports stay accurate.

Upload a receipt: Snap and attach receipts directly to a transaction. No more hunting through emails or shoeboxes when your accountant asks for proof.

Add a note: Jot down what a payment was actually for - handy come tax time when you're trying to remember what "PLINE PH CHATSWOOD" meant.

See the numbers that matter

The business summary also separates out excluded transactions - things like transfers between your own accounts - so they don't skew your profit figures. 

Everything is designed to give you a picture that's as close to tax-ready as possible, without the jargon.

Register a Company with ANNA

ANNA +Taxes is available for newly registered companies – first 1,000 customers get 6 months free. We auto-categorise your transactions and take care of your lodgements.

Register Now

Disclaimer
This content is general information for small businesses. You can only use the document for your noncommercial purposes. In no event shall we be held liable for any claims arising due to, or dependencies on the accuracy and completeness of the content provided. ANNA does not provide personal or professional financial, accounting or tax advice and you should consult with external professionals for advice tailored to your situation prior to making any decisions.