# SimpleLedger - Your Personal Bookkeeper

SimpleLedger

## Login

Track income, tame expenses, celebrate wins.

Username
Password
Username
Password

Need an account? Register

Loading...

### Split Transaction

## Dashboard

Get a pulse on your business at a glance.

### Gross Income

$0.00

### Returns & Discounts

$0.00

### Net Income

$0.00

### Total Expenses

$0.00

### Net Profit / (Loss)

$0.00

### Top 10 Expenses

Live view

## Transactions

Filter, search, and split with ease.

Date Range
Start Date
End Date
Search
Status
Sort By

Date | Description | Category | Vendor | Amount | Actions
--- | --- | --- | --- | --- | ---

## Upload Files

Keep your books fresh by dropping in your latest CSV exports.

1. Bank Transactions CSV

(e.g., your `transactions.csv` file. Must have 'Date', 'Description', 'Debit', 'Credit' columns)

2. Sales Summary CSV

(e.g., your `sales-summary.csv` file. Used to find 'Net sales' and 'Square payment processing fees')

## Manage Categories

Build the buckets that make sense for your world.

### Add New Category

Name
Type

### Existing Categories

## Vendors

Keep track of who helps your business shine.

### Add New Vendor

Vendor Name
Contact Info

### Existing Vendors

## Categorization Rules

Teach SimpleLedger how to sort new transactions automatically.

### Add New Rule

If 'Description' contains:
Set Category to:

### Existing Rules

## Reports

Build your Profit & Loss in seconds.

Start Date
End Date