Master OmniTrack Business

Sign in (or create an account) and you'll land on your Dashboard, which shows month-to-date expenses, mileage, active entities, and a year-over-year comparison.

1. Create at least one entity — a property, project, or client.
2. Log a few expenses and trips against that entity.
3. At month end, generate a PDF report from the Reports page.

Entities are the buckets you tag every expense and trip against — for example a rental property, a renovation project, or a consulting client.

• Add an entity from Entities.
• Pick a type (Property, Project, Client, Other) and an optional address.
• Archive an entity when it's no longer active — historical data is preserved.

Each expense includes amount, vendor, category, date, and an optional receipt photo.

• Tap Use current location next to Vendor to auto-fill the place name.
• Attach a receipt — it's stored privately and shown on reports.
• Edit or delete from the row menu; deletes go to Trash for recovery.

Log a trip with date, From, To, distance, and purpose.

• Quick Purpose presets (Project Site, Supply Run, Fuel Up, …) one-tap fill the purpose; your last 6 are remembered.
• Odometer auto-calc: enter Start and End odometer readings — the suggested distance appears next to the Distance field with a chip. Tap to apply, or it auto-fills if Distance is empty.
• Use Use current location on From / To for fast addressing.

Most text and number fields show a microphone. Tap, dictate, and OmniTrack parses numbers, currency, and short phrases.

• Works best in Chrome / Safari on iOS 16+ and Android 12+.
• The PWA manifest requests microphone permission so it keeps working when installed to your home screen.
• Voice never leaves the device — recognition runs in the browser.

OmniTrack queues writes to a local database when you're offline or on a flaky signal.

• The header shows a pending sync badge with the queued count.
• When the device returns online, the queue auto-flushes in order.
• Reads are served from the last cached query result until the network returns.

From Reports, pick a date range and entity, then export.

• PDF includes per-category totals, trip log, and an itemized expense table.
• CSV is suitable for QuickBooks, Xero, or your accountant's preferred tool.

Each user's data is isolated by row-level security — nobody else can read your entities, receipts, or trips.

• Authentication uses email + password with optional Google sign-in.
• Receipts are stored in a private bucket with signed-URL access.
• You can change your password or sign out from Settings.

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