Keep the books current without buying software too early.
Record monthly income and expenses, flag anything that still needs review, and finish the bookkeeping jobs that prevent a future cleanup mess.
Add the full income or expense—not merely the bank deposit you happened to see.
Mark transactions that match a statement, receipt, invoice, or processor report.
Finish the monthly checklist, export the records, and preserve the open questions.
One month. Every transaction. No mystery pile.
Choose the month
Each month keeps its own transactions, checklist, and “updated through” date.
Private by default: entries stay in this browser’s local storage unless you download or print them. Clearing browser data can erase them, so export records you need to keep.
Record transactions
Use the gross sale as income. Record processor fees, refunds, and expenses separately.
| Date | Description | Category | Type | Amount | Review | Actions |
|---|
Close the month
A completed checklist means the routine is finished. It does not guarantee tax or accounting correctness.
Read the month
This is a recordkeeping summary, not a tax return or complete profit calculation.
Expense categories
Month details
- Business
- Not named
- Month
- —
- Updated through
- Not entered
- Checklist
- 0 of 8 complete
CSV export includes every transaction in the selected month. Print creates a clean summary plus the complete transaction table and checklist.
Upgrade the part that is actually breaking.
Do not buy accounting software because the spreadsheet feels unofficial. Buy it when feeds, invoicing, bills, collaborators, reporting, or volume have created a named failure.