Features ยท Statements & reports

Every account reads like a passbook.

Money In, Money Out, Balance. Every line can be fixed on the spot, and every report is computed live from the real transactions, never a number someone has to remember to update.

The Reports screen: Profit & Loss and Balance Sheet computed live from the transactions.

The two statements every accountant expects

  • Profit & Loss and Balance Sheet, live from the books.
  • Account Ledger report: a running-balance statement for any single account.
  • Category Summary: income and spending by category over any date range. "How much did I spend on Electricity last year?"
  • Rental yield per property, investment metrics, and consolidated net worth across every entity.
A ledger statement: each line shows what it was assigned to, your note, the bank's wording, then the full detail.

Reading, fixing, printing

  • Each line reads top to bottom: what it was assigned to, your own note, the bank's wording, then the full Debit/Credit detail.
  • Month-wise totals switch on by themselves for a full-year statement; a tick box turns them on or off for any range.
  • A Find box on every list: type "rent" or an amount and only matching lines stay.
  • Spot a mistake? Click the line: change either side, split it, void it, or update your note, tag or who it is for.
  • Every report has Print / Save as PDF, named like "Report - FY 2025-26", ready to attach to an email.
  • Bank reconciliation: confirm the books match what the bank statement says.

Start with your own books. Free for a year.

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