Tax-Ready Bookkeeping (5 Businesses) — P&L + Balance Sheet + Receipts + Save

Business

Rename current business

Last saved: —

Switch businesses above — each business stays separate (accounts, transactions, receipts).

Quick Entry

Advanced (Journal)

Transactions

Accounts + Receipt Rules

Reports + Tax Pack

Quick Entry posts against Cash. Income → Debit Cash / Credit Income • Expense → Debit Expense / Credit Cash

Date

Type

Category (Account)

Amount

Memo / Vendor / Note

Receipt(s) (optional)

Images embed into PDFs. PDF receipts are stored and referenced (placeholder page) but not embedded as pages.

In “Accounts + Receipt Rules”, mark categories like Meals/Travel/Supplies as Receipt Required. Then “Missing Receipts” will show what to fix.

Account	Debit	Credit
Totals:	0.00	0.00

Profit & Loss

From

Include Receipts Appendix?

Embed images

Total Income

$0.00

Total Expenses

$0.00

Net Profit

$0.00

Type	Account	Amount

Balance Sheet

As of

Include Receipts Appendix?

Optional

Total Assets

$0.00

Total Liabilities

$0.00

Total Equity

$0.00

Section	Account	Balance

Tax Pack Tools

Missing Receipts: From

Receipt Packet: From

Only Required Categories?

Filter

Date	Description	Required Account(s)	Amount

Flags transactions that include any Receipt Required account and have zero receipts attached.

Quick Help

Auto-save: happens on every action. Save button is extra reassurance.
Receipts: images are saved permanently in your browser (IndexedDB).
Receipt Appendix: adds receipt pages to P&L / Balance Sheet PDFs.
Receipt Packet PDF: prints receipts only for tax records.

Export current business (JSON) • Import into current business • Wipe ALL receipts (current business)