Amount and date
The basic financial event: what was paid and when.
Income & expenses
Record the money. Keep the business explanation beside it.
TRENIC is designed to organise income and expense records with the source, business purpose, evidence and review context needed to understand them later.
Expense record
A merchant name is not the whole story.
The amount and date identify the event. Purpose and evidence help explain why it belongs in the business records.
EntrySourcePurposeReview
Adobe Creative Cloud
£56.98 · 19 AugCard statementClient presentation workContext present
£56.98 · 19 AugCard statementClient presentation workContext present
Train ticket
£18.40 · 17 AugReceiptClient site visitReady to check
£18.40 · 17 AugReceiptClient site visitReady to check
General store
£42.20 · 14 AugCard statementNot recordedPurpose needed
£42.20 · 14 AugCard statementNot recordedPurpose needed
Expense context
Keep the facts distinct enough to inspect.
Source
Where the information came from, such as a manual entry, document or payment record.
Business purpose
Why the cost relates to the business. A category or merchant name should not silently stand in for this explanation.
Evidence and review
The document that supports the event and any remaining question the user needs to check.
Income context
Income needs an origin, not just a total.
Customer, invoice or other source information can help distinguish the event and make later review easier.
Identify the event
Keep enough information to distinguish one payment or invoice from another rather than reducing everything to a single running total.
Keep related commercial context
Where invoice records are used, the connection can help explain what the income relates to.
Prepare for handover
Organised income and expense records can support later review without turning an export into a filing claim.
Separation
Personal and business records should not blur together.
Structural separation
TRENIC's product model treats personal and business information as separate concerns rather than relying only on a report filter.
Review before reliance
Any suggested classification or treatment remains something that may need checking against the actual business facts.