Overview No data yet — import or enter data below
Total Revenue
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No data
Total Expenses
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No data
Net Profit
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No data
Net Margin
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No data
Avg Monthly Revenue
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Per month with data
Gross Profit
—
Rev minus COGS
Revenue vs Expenses Monthly
Net Profit Trend Monthly
Revenue by Category All time
Expense Breakdown All time
Revenue
Revenue Entries
| Date | Category | Description | Amount | Month |
|---|
Expenses
Expense Entries
| Date | Category | Description | Amount | Month |
|---|
Monthly P&L Full year breakdown
| Month | Revenue | Expenses | Net Profit | Margin % |
|---|
Import Data Upload a CSV file from any source
Drop your CSV file here
Or click to browse — works with Excel exports, QuickBooks, bank statements, Shopify, and any CSV format
Expected CSV Format
Your CSV can have any column names — you'll map them after upload.
Minimum required: a date column, an amount column, and a type column (Revenue / Expense).
Example columns: Date, Amount, Type, Category, Description, Reference, Notes, Month, Year
Amounts should be positive numbers. Mark type as
Minimum required: a date column, an amount column, and a type column (Revenue / Expense).
Example columns: Date, Amount, Type, Category, Description, Reference, Notes, Month, Year
Amounts should be positive numbers. Mark type as
Revenue, Income, Expense, or Cost.
Add Transaction Single entry or quick-add multiple rows
● IndexedDB ready
New Transaction
Press Enter to save and add another
$
Recently Added
Last 10 entries — see all| Date | Type | Category | Description | Amount | |
|---|---|---|---|---|---|
| No transactions yet — add your first one above | |||||
All Transactions Loading…
| Date | Type | Category | Description | Amount | |
|---|---|---|---|---|---|
| Loading… | |||||
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File Sync Link to a file on your computer
📂 Link a Local File (CSV or XLSX)
Chrome, Edge, and Brave can remember a file on your computer and sync data with one click. Your data is always stored locally in the browser — this just adds a sync option.
Chrome / Edge / Brave — Full read+write sync supported
Firefox — Import only (no persistent file link)
Safari — Import only (no persistent file link)
Firefox — Import only (no persistent file link)
Safari — Import only (no persistent file link)
No file linked — click "Link File" to choose a CSV or XLSX on your computer
Last sync: Never
⬇ Export to Excel or CSV
Download all your transactions as a file — works on every browser and device.
⬆ Import from File
Import transactions from any CSV or XLSX file — works on all browsers including Safari and Firefox.
Backup & Restore
Your data is protected at multiple levels — all optional, all yours
Auto-backup active
Quick Save — Browser Snapshots
Automatic · Zero setup · Always on
Every time you add or change data, a snapshot is automatically saved inside your browser.
The last 5 snapshots are kept so you can roll back to any recent state.
No action needed — it happens silently in the background.
Loading snapshots…
⚠️ Important: Snapshots are stored in the same browser.
If you clear your browser's site data, snapshots may be lost alongside your main data.
For full protection, also enable Save to My Computer or Sync to Google Drive.
Save to My Computer
Optional · Saves to your computer · Auto every 30 min
Link a backup file on your computer. The app will automatically save your data to that file
every 30 minutes and whenever you close the tab — silently, with no action from you.
💻 Option A — Save to a folder on this computer
Best for: simple local backup on your main machine
File: None chosen
· Last backup: Never
☁️ Option B — Save inside a Dropbox or Google Drive folder
Best for: automatic off-device protection — if your computer crashes, the file is already in the cloud.
Just choose a file inside your Dropbox or Google Drive folder when prompted above.
💡 Tip: When you click "Choose Backup Location," navigate to your
Dropbox or Google Drive folder
on your computer and save the backup file there. It will sync to the cloud automatically.
⚠️ Chrome, Edge, or Brave required for auto file backup.
On Safari or Firefox, use the manual download buttons below instead.
Sync to Google Drive
Optional · Recommended · Survives computer loss
🛡
We recommend enabling Google Sheets backup
Local backups only protect you if your computer survives. Google Sheets stores your data
in the cloud — so even if your computer is lost, stolen, or breaks, you can restore your
complete P&L history on any device in seconds.
Your data goes into your own Google account. We never see it.
Your data goes into your own Google account. We never see it.
Remove Google Sheets connection and credentials from this app.
Manual Backup & Restore
Download a copy of your data at any time. Works on every browser and device.
Restore from a backup file
Upload a previously downloaded JSON backup to restore your data.
Storage Health
Records in Database
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Snapshots Saved
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Last Auto-Backup
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Storage Used
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Requesting persistent storage tells your browser never to delete your data, even on low disk space.
Settings Configure your dashboard
📱 Install as App
Install the dashboard on your device for faster access, offline support, and a full-screen experience.
iPhone / iPad: Share → Add to Home Screen
Android Chrome: Menu (⋮) → Install app
Desktop Chrome / Edge: Address-bar install icon (⊕) → Install
Business Information
Data Management
No data loaded.
Auto-Save
All changes are auto-saved to your browser's local storage every 2 seconds after any change. Data persists between sessions — even when you close and reopen the browser tab.
Storage used: —
Storage used: —
Version & Updates
Current version: v1.0.0
The app checks for updates automatically every 6 hours.
The app checks for updates automatically every 6 hours.
Categories Manage revenue & expense categories
💰 Revenue Categories
Used when Type = Revenue / Income
📉 Expense Categories
Used when Type = Expense / Cost