Free for a limited time · No sign-up needed
Free Bookkeeping Tool for Small Businesses
Import your bank transactions, sort them into income and costs, and get a clear profit and loss report. No accounting software, no account needed.
- Import CSV or Excel
- Categorise in bulk
- Download your P&L as PDF or CSV
Turn transactions into a clear profit & loss report
Import a bank file, review and categorise the entries, then export a polished report—without accounting software.
How saving works: everything you do saves automatically in this browser on this device, with no account needed. It stays until you clear your browser data. To open your work on another device or share it with your accountant, use Get a private link. That online copy is kept for 90 days after your last change.
Your editable workspace link is ready
Anyone with this private link can open and edit the same transactions, categories and report details.
Import transactions
Choose the easiest way to bring in your bank or spreadsheet data.
Check your columns
Review the detected columns before importing.
Use Signed Amount when one column contains positive and negative values. For bank files with separate columns, leave Signed Amount ignored and map Money In and Money Out.
Review & categorise
Search, fix, or select several matching entries and update their category together.
Manage categoriesAdd the labels you want to apply to transactions.
| Date | Description | Amount | Category | Status | Actions |
|---|
Review & export your report
Only valid rows are included. Any row needing attention remains editable above.