Command Guide

📱 Getting Started

First Message

Send any greeting to start using TumaRecords:

Hi

👋 Hello [Your Name]! Welcome to *TumaRecords* - Your WhatsApp Business Accountant! 📊 ━━━━━━━━━━━━━━━━ *Track Transactions:* • "Sold items 5000" • "Bought stock 15000" • Forward M-Pesa SMS directly *Track Debts/Loans:* • "Jack owes me 5000 for feed" • "I owe Jane 10000" • "Jack paid me 2000" ━━━━━━━━━━━━━━━━ *Quick Commands:* 📊 *summary* - Monthly report 💰 *loans* - View all debts 📝 *recent* - Recent transactions ❓ *help* - All commands ━━━━━━━━━━━━━━━━ Start tracking your business now! 🚀

Help Command

help

Display all available commands

help

📚 *TumaRecords Commands* *Queries:* • summary [today|week|month] • balance • recent [5|10] • sales [today|week|month] • expenses [today|week|month] *Loans & Debts:* • loans - View all debts • owed - Who owes you • owing - Who you owe *Actions:* • undo / delete last • edit last [amount] • repeat *Info:* • categories • outlets • status • top • profit • examples *Advanced:* • compare • export • forecast

💰 Transaction Commands

Natural Language

Recording Sales (Income)

Use natural language to record income transactions:

Sold items 5000

✅ *Transaction Recorded* Type: Income Amount: KES 5,000.00 Category: Sales Description: Sold items Your transaction has been saved successfully!

Received payment 2500

✅ *Transaction Recorded* Type: Income Amount: KES 2,500.00 Category: Income Description: Received payment

Recording Expenses

Track your business expenses:

Bought stock 15000

✅ *Transaction Recorded* Type: Expense Amount: KES 15,000.00 Category: Inventory Description: Bought stock

Paid rent 30000

✅ *Transaction Recorded* Type: Expense Amount: KES 30,000.00 Category: Rent Description: Paid rent

M-Pesa Integration

Simply forward M-Pesa confirmation SMS to TumaRecords:

[Forward M-Pesa SMS] SHJ7KLM9XY Confirmed. You have received Ksh5,000.00 from JOHN DOE...

✅ *M-Pesa Transaction Recorded* Type: Income Amount: KES 5,000.00 Reference: SHJ7KLM9XY From: JOHN DOE Transaction automatically categorized and saved!

🏦 Debts & Loans

Track Money Owed

Recording Receivables (They Owe You)

Track money people owe you:

Jack owes me 5000 for feed

✅ *Debt Recorded* Person: Jack Amount: KES 5,000.00 Type: 💰 They owe you Reason: feed Type 'loans' to view all your debts.

Recording Payables (You Owe Them)

Track money you owe others:

I owe Jane 10000

✅ *Debt Recorded* Person: Jane Amount: KES 10,000.00 Type: 💸 You owe them Type 'loans' to view all your debts.

Recording Payments

Track when debts are paid:

Jack paid me 2000

✅ *Payment Recorded* Person: Jack Amount Paid: KES 2,000.00 Method: Cash ━━━━━━━━━━━━━━━━ Remaining Balance: KES 3,000.00 Status: Partially paid

I paid Jane 3000 via mpesa

✅ *Payment Recorded* Person: Jane Amount Paid: KES 3,000.00 Method: Mpesa ━━━━━━━━━━━━━━━━ Remaining Balance: KES 7,000.00 Status: Partially paid

View All Debts

loans

Get an overview of all debts:

loans

💰 *Loans & Debts Overview* *Money Owed to You:* Total: KES 8,500.00 People: 2 *Money You Owe:* Total: KES 7,000.00 People: 1 ━━━━━━━━━━━━━━━━ Type *owed* to see who owes you Type *owing* to see who you owe

View Receivables

owed

See who owes you money:

owed

💰 *Money Owed to You* Total: KES 8,500.00 ━━━━━━━━━━━━━━━━ *Jack* Amount: KES 3,000.00 (of 5,000.00) Reason: feed *Peter* Amount: KES 5,500.00 Due: Dec 15, 2025

View Payables

owing

See who you owe money:

owing

💸 *Money You Owe* Total: KES 7,000.00 ━━━━━━━━━━━━━━━━ *Jane* Amount: KES 7,000.00 (of 10,000.00)

📊 Query Commands

Business Insights

Summary Report

summary [today|week|month]

Get financial summary for different periods:

summary

📊 *Monthly Summary* Period: November 2025 💰 Total Income: KES 125,500.00 💸 Total Expenses: KES 87,300.00 ━━━━━━━━━━━━━━━━ ✨ Net Profit: KES 38,200.00 Transaction Count: 47 Average Daily: KES 1,272.67

Balance

balance

Check your current balance:

balance

💰 *Current Balance* Total Income: KES 125,500.00 Total Expenses: KES 87,300.00 ━━━━━━━━━━━━━━━━ Net Balance: KES 38,200.00

Recent Transactions

recent [5|10]

View your latest transactions:

recent 3

📝 *Recent Transactions* 1. Nov 11, 2025 Sold items +KES 5,000.00 (Income) 2. Nov 10, 2025 Bought stock -KES 15,000.00 (Expense) 3. Nov 10, 2025 Received payment +KES 2,500.00 (Income)

Sales Report

sales [today|week|month]

View sales/income summary:

sales today

💰 *Sales - Today* Total Sales: KES 12,500.00 Transactions: 8 Top Category: Products (KES 8,000) Average Sale: KES 1,562.50

Expenses Report

expenses [today|week|month]

View expense summary:

expenses week

💸 *Expenses - This Week* Total Expenses: KES 45,300.00 Transactions: 12 Top Category: Inventory (KES 25,000) Average Expense: KES 3,775.00

🔧 Management Commands

Edit & Organize

Undo Last Transaction

undo

Delete your most recent transaction:

undo

❌ *Transaction Deleted* Removed: Sold items Amount: KES 5,000.00 Date: Nov 11, 2025

View Categories

📈 Advanced Commands

Status Overview

status

Get a comprehensive business status:

status

📊 *Business Status* Today's Performance: Income: KES 12,500 Expenses: KES 8,200 Net: +KES 4,300 This Month: Transactions: 47 Active Days: 15 Avg Daily Profit: KES 2,547 Quick Stats: • 3 Active Outlets • 12 Categories Used • Connected to WhatsApp ✓

Top Categories

top

See your top spending/earning categories:

top

🏆 *Top Categories - This Month* Top Income: 1. Sales - KES 85,000 (68%) 2. Services - KES 35,000 (28%) 3. Other - KES 5,500 (4%) Top Expenses: 1. Inventory - KES 45,000 (52%) 2. Rent - KES 30,000 (34%) 3. Utilities - KES 8,000 (9%)

Profit Analysis

profit [today|week|month]

Detailed profit breakdown:

profit month

💰 *Profit Analysis - November* Total Income: KES 125,500 Total Expenses: KES 87,300 ━━━━━━━━━━━━━━━━ Gross Profit: KES 38,200 Profit Margin: 30.4% Trend: ↗️ Up 15% from last month Best Day: Nov 5 (KES 4,500)

Examples

examples

Get message format examples: