How it works and pricing
Three steps, one Excel file, no subscription. The workbook is free for the month of November.
How it works
- Paste. Download your bank and credit card activity as spreadsheet files and paste them into the yellow cells.
- Answer. The workbook sorts what it can and asks a few plain questions about the rest.
- Know. Your profit and loss, balance sheet and tax estimate fill in.
Pricing
Do it yourself: Free for the month of November
The complete workbook, yours to keep. Tested and fully working.
Want us to load your data? One-time upload help
| Accounts | One-time price |
|---|---|
| 2 accounts | $49.99 |
| 4 accounts | $99.98 |
| 6 accounts | $149.97 |
| 8 accounts | $199.96 |
An account is one bank account or one credit card. Each additional 2 accounts is $49.99. You send your downloads, we load them, and we send back your finished workbook.
Questions
Is it really free?
Yes. The workbook is free for the month of November. No card needed.
Does it work?
Yes. It is fully working and tested with real-style bank and credit card data.
What do I need?
Microsoft Excel on a Windows computer. The file is called Small Business Bookkeeping.xlsx.
Does it work on a Mac, in Google Sheets or in Numbers?
Only Windows MS Office works right now. MS Office for Mac is coming soon. Google Sheets opened the file but gave slightly different totals, so we do not recommend it.
Is my information private?
Yes. The workbook runs on your own computer. If you use our data-loading service, see our Privacy Policy for how we handle and delete your files.
How do I unsubscribe?
Reply "unsubscribe" to any email from us.