Your data lives only in this browser. Nothing is sent anywhere - there's no account and no server. If you clear your browser data, or switch browsers/computers, use Export all (CSV) to back up first, and Import CSV to bring it back.

Dashboard: click any stat card or list item to jump straight to that record - it scrolls into view and highlights briefly so you can find it.

Table / Board: switch views on Projects and Production Pipeline. In Board view, drag a card into a different column to change its status/stage. (Clients has a Board view too, but it's click-to-edit only - status there is set automatically from that client's projects.)

Sort: click any column header (look for the icon) to sort; click again to reverse.

Filter: use the search box and dropdowns above each table. "Clear filters" resets them. The income chart's bars also filter Invoices to that quarter.

Custom options: any Status/Stage/Type/Format dropdown has a "+ Add new..." choice at the bottom. Manage or delete the ones you've added from Manage custom options in the sidebar.

Due dates: a date due today is bolded and highlighted; a date already past is shown in red.