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Smart Bookkeeping
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How do I access my accounting reports?
For customers with the Lili Premium or Lili Smart account plan, Lili offe...
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What is a Schedule C and how do I create one?
An IRS Schedule C, or Profit and Loss, is a tax form you file with your F...
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How do I add a receipt to my transaction?
It is always a good idea to add the receipt, if available, to the relevan...
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What are the different income and expense categories available?
The information below includes both the income and expense categories ava...
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How do I categorize a transaction and change a work expense category?
Every transaction you do with your Lili card or your Lili account should ...