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Books

Money in, money out, and what is left.

Books is a running tally and a simple profit and loss, not accounting software. No bank connections, no invoicing, no double entry, and it does not file anything or work out what you owe. It is the tool for a side business too small to want anything heavier.

The basics

1

Log money in and money out

On the home screen tap Money in for a sale, a payout or a tip, or Money out for something you bought. Put in an amount, pick a category, and save. The big number at the top is your profit for this month.

2

Let it fill itself in

Three ways, all landing on the same review screen. Snap a receipt and it reads the amount, the shop, the date and a category. Record or type a sentence, like “forty dollars at Staples for printer paper”. Or paste or upload a card statement (CSV, PDF or a photo) and tick the business costs it picks out. The home screen also has a one-tap quick add that even works out money in versus out for you.

3

See your profit

Open Profit & Loss for any month or the whole year: revenue, expenses by category, and what is left, in plain words. Print it, save it as a PDF, or export a spreadsheet.

Taxes, made less scary

1

Set money aside

The Tax set-aside screen suggests keeping back a share of your profit for taxes (a quarter to a third is common). Log what you actually move to savings, and mark each quarterly estimated payment once you have sent it. It is a savings nudge, not tax advice.

2

Hand it to your accountant

The Year-end pack groups your expenses onto the usual Schedule C lines, ready to print or download. If you also use the Mileage tool, your business-mileage deduction is shown there too.

Little things worth knowing

It learns your regulars

Once you have filed a name the same way twice, that category becomes the automatic pick, on receipts, voice and typed entries alike.

It watches for duplicates

Log the same amount, name and date twice and it stops to ask before keeping both, so a receipt and its statement line do not both land.

Your own categories

Pick “New category…” when adding an entry, or rename and tidy them under Categories. Deleting one you added moves its entries to Other.

Where receipts live

A receipt photo is kept privately and only ever opened through your own account, never on a public address, and it is deleted with the entry it belongs to.