SAMPLE BUSINESS · SEPTEMBER

Bright Path Services (example)

Every transaction below was categorized automatically. Only the items ConsulBooks is unsure about wait for your answer.

Money in+$7,445.50

Money out-$2,814.66

Categorized automatically12 of 14

Needs your answer2

Ledger · SeptemberExample data

DateMerchantCategoryConfidenceAmount

Sep 01Stripe payoutChecking ••1234Service revenue99%+$3,120.00

Sep 02AdobeVisa ••9876Software & subscriptions99%-$59.99

Sep 03Google WorkspaceVisa ••9876Software & subscriptions98%-$14.40

Sep 05ShellVisa ••9876Vehicle fuel96%-$64.18

Sep 06Square depositChecking ••1234Service revenue97%+$1,845.50

Sep 08ComEdChecking ••1234Utilities97%-$142.07

Sep 09State FarmChecking ••1234Insurance95%-$212.00

Sep 11IRS USATAXPYMTChecking ••1234Estimated tax payment95%-$1,200.00

Sep 12Chase monthly feeChecking ••1234Bank fees99%-$15.00

Sep 14Home DepotVisa ••9876Needs your answer62%-$318.40

Sep 16Facebook AdsVisa ••9876Advertising98%-$150.00

Sep 18UpworkChecking ••1234Contract labor93%-$600.00

Sep 20Panera BreadVisa ••9876Needs your answer71%-$38.62

Sep 22Stripe payoutChecking ••1234Service revenue99%+$2,480.00

Ready to see your own books like this?

Free to start, no credit card. Import a CSV or connect your bank.