books

Frequently Asked Questions

Short answers. For anything else, email contact@shorestack.io.

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The app

What is Shorestack Books?

A bookkeeping app for Mac. You pay $79 once, it runs on your Mac, and your books live in one file that belongs to you. It brings in your bank activity, suggests a category for each row, and keeps real double-entry books behind a simple review screen.

Who is it for?

US small businesses of one to ten people: freelancers, consultants, small agencies, online sellers, and anyone running more than one business. Rental owners use it too.

Do I need to know accounting?

No. A new company opens in Essential view: banking, review, invoicing, and the P&L. Every approval writes a balanced journal entry for you. When you want the Balance Sheet, ledgers, and journal entries, flip the sidebar pill to Pro. Both views come with every license.

Can I keep more than one business in it?

Yes. That is the reason the app exists. One file holds as many businesses as you like, each with its own accounts and reports. Switch between them in the sidebar, and use Consolidation (Pro view) to put any set of them side by side with a total.

What Mac do I need?

An Apple Silicon Mac (M1 or newer) on macOS 11 or later. Intel Macs and Windows are not supported.

Does it work outside the US?

It runs anywhere, but it is built for US businesses: amounts are in US dollars only, and the 1099-NEC it prints is an IRS form. If you keep books in another currency, it is not for you yet.

Does it work offline?

Yes. Everything except the live bank feed works with no internet connection.

Bank feeds and imports

How do my transactions get in?

Two ways. A live feed through SimpleFIN pulls new activity once a day when you open your file, or any time you click Sync Now. Or download a CSV, Excel, OFX, or QFX file from your bank and import it. Either way, the rows wait in Review until you approve them.

Is the bank feed safe?

SimpleFIN is read-only and cannot move money. Your bank login stays with SimpleFIN Bridge. The app keeps only a read-only access key, stored in the macOS Keychain.

Which banks work?

Most US banks and credit unions work through SimpleFIN Bridge. Statement import works with any bank that lets you download a file.

How does auto-categorization work?

Your own rules come first (“Amazon = Supplies”), then patterns the app learned from what you approved, then vendor-name matching. Anything it is unsure of waits in Review with its best guess showing.

Price and license

How much is it?

$79, once. One user, installs on up to two of your Macs, every feature included. There is no subscription.

What about updates?

Fixes and macOS compatibility updates are free. A major new version, when there is one, is an optional discounted upgrade. The version you bought keeps running either way.

I got a new Mac. What now?

Install the app and enter the same license key. If you hit the two-Mac limit, email contact@shorestack.io and we will reset it.

Can I get a refund?

Yes, within 30 days, no questions asked. Reply to your receipt email or write to contact@shorestack.io.

Your data

Where are my books kept?

In one SQLite file on your Mac. Nothing is uploaded and there is no cloud account. You can copy, move, or back up the file like any other document.

How do backups work?

Settings → Backup writes a dated copy of your file to any folder you pick, automatically each time you open it. Point it at Google Drive or iCloud Drive for a copy off your Mac. Time Machine works too.

Is it password protected?

Opening your books asks for Touch ID, your Apple Watch, or your Mac password. That locks the app, not the file: the company file and its backups are not encrypted yet. Turn on FileVault in System Settings to encrypt your whole disk.

Do you see or sell my data?

No. Your books never leave your Mac, so we never see them. See the Privacy Policy.

How do I share my books with a bookkeeper?

Send them a copy with File → Backup Company…, pause your own entry while they work, and load the copy they send back with File → Restore Backup…. One person edits at a time. The steps are on the Support page.

Taxes and reports

Which reports are included?

P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger, Budget vs. Actual, and Consolidation. Print any of them or save it as a PDF.

Does it prepare my Schedule C or Schedule E?

No. Those are forms your CPA prepares from your books. At year end, Tax Handoff gives your CPA the P&L, approved transaction detail, and 1099 vendor totals in one download.

Can it do 1099s for my contractors?

Yes. It prints 1099-NEC PDFs (Copies A, B, and C) for every vendor who qualifies, and writes the FIRE file for e-filing.

Does it calculate estimated quarterly taxes?

No. The app does not estimate your tax bill. Your year-to-date P&L is always one click away for your CPA.

Help

I see duplicate transactions.

Import catches most duplicates. For the rest, the scanner in the Maintenance tab (Pro view) flags them. Void the extra one; voiding keeps the audit trail.

Something looks broken.

Quit with ⌘Q and reopen, then check Help → Check for Updates. Your company file is separate from the app, so your books are safe. Still stuck? Email contact@shorestack.io with a screenshot.

Can you build something custom for my industry?

Yes, as a separate paid project. See the Customization page.

Own your books.

$79 once. 30-day money-back guarantee.

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