Home Getting Started Understanding the BitBooks Workspace

Understanding the BitBooks Workspace

Last updated on May 03, 2026

The big picture

BitBooks has a left sidebar for navigation, an organization switcher at the top, and a main area for the page you're on. Same as Gmail, Slack, or any modern web app. Once you know the seven sections, you know the whole app.

Full app screenshot with annotations pointing to the sidebar, org switcher, main area, and notification bell

The sidebar (seven sections)

Section What's here
Insights The dashboard. KPIs, working capital, wallet snapshot, expense breakdown.
Wallets All your wallets and bank accounts. Balance, sync status, history.
Payments Payment requests (invoices and bills) with approval workflow.
Transactions Day-to-day transactions. Simple Mode entry.
Journal Entries Advanced Mode entries. The accountant's view.
Reports P&L, Balance Sheet, Trial Balance, General Ledger, Cash Flow, Activity Log.
Admin Settings, users, chart of accounts, contacts, connectors.

Click any section to open it. The current section is highlighted.

Organization switcher

Top of the sidebar. A dropdown showing every organization you have access to.

If you only have one organization, the dropdown shows just that name. If you manage multiple (e.g., you're a bookkeeper with several clients), pick the one you want to work in.

Switching organizations changes everything: the wallets you see, the transactions, the reports, the team members. You're now operating inside that org.

Org switcher dropdown open, showing a list of two example organizations

Insights (the dashboard)

The default landing page. Read Understanding Your Insights Page for the full breakdown.

Quick version:

  • KPIs at the top: revenue, cost of sales, gross profit, net profit
  • Working capital row: cash, receivables, current liabilities
  • Wallet snapshot: top wallets and their balances
  • Expense breakdown: donut chart of where money is going

Wallets

Lists every wallet (Bitcoin or fiat) in the organization. For each wallet you see name, currency, current balance, sync status.

Click a wallet to open its detail page: full transaction history, opening balance, sync controls, statement, reconcile.

This is also where you go to manually create a new wallet or trigger a sync.

Payments

Manages payment requests. Two flavors:

  • Invoices you've issued to customers (waiting to be paid)
  • Bills you've received from vendors (waiting to be paid)

Each request has a status: Draft, Pending, Approved, Rejected, On Hold, Paid, Cancelled. The full approval workflow lives here.

For one-off transactions where there's no formal request, skip Payments and use Transactions directly.

Transactions

Simple Mode entry. The everyday tool for recording what happened.

Each row is one transaction: date, wallet, amount, contact, category, memo, status. Click any row to view or edit. Click New Transaction to create.

This is where most users spend most of their time.

Journal Entries

Advanced Mode entry. For accountants and bookkeepers who want to write the underlying debits and credits directly.

Same workflow as Transactions, but you control every line of every entry. Useful for adjustments, depreciation, accruals, closing entries.

If you're not sure whether to use this or Transactions, use Transactions. They produce the same results; Transactions is just easier.

Reports

Where you produce financial statements. Tabs across the top:

  • Profit & Loss (P&L)
  • Balance Sheet
  • Cash Flow
  • Trial Balance
  • General Ledger (and per-account detail)
  • Activity Log

Pick the report, pick the date range, the report renders. Export to PDF or Excel.

Admin

Every configuration option lives here. Tabs:

  • Settings. Organization-level: currencies, frameworks, BTC display, lock dates, time zones, formats.
  • Users. Invite, remove, change roles.
  • Organizations. Switch, archive, create new orgs.
  • Chart of Accounts. The accounts list. Add, edit, archive.
  • Contacts. Customers, vendors, employees, others.
  • Connectors. Bitcoin wallet connections (the Bitcoin Connections feature).
  • Categories (the "To/From" list, used in some flows).

If something feels missing, it's probably in Admin.

The header

Across the top of every page:

  • Page title (e.g., "Insights," "Transactions")
  • Notifications bell. Recent activity that may need your attention.
  • Ledger health icon. Green if your books are internally consistent. Red if Trial Balance is off.
  • As-of date. The date being used for the current page's calculations.

Some pages also have a period selector (Year to Date, Last Month, Custom, etc.) and a search/filter bar.

Mobile

BitBooks works on phones and tablets. The sidebar collapses into a hamburger menu. The pages reflow. Most things you can do on desktop you can do on mobile, just with smaller buttons.

For heavy bookkeeping, desktop is faster. For checking numbers on the go, mobile is fine.

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