SimpleFIN pulls new activity once a day. It is read-only, and your bank login never touches the app.
CSV, Excel, OFX, or QFX from any bank.
Your rules first, then patterns learned from what you approved. You check each row in Review.
Every approval writes a balanced journal entry.
Check off each statement until the difference is $0.
A void writes a reversing entry, so the history stays.
Start simple. Flip the sidebar pill for ledgers, journal entries, and year-end.
Each business keeps its own accounts, transactions, and reports.
Put any set of businesses side by side, with a total.
Line items, payment terms, PDF, and aging.
Vendor bills, due dates, and payments.
P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger, Budget vs. Actual. Print or save as PDF.
It will not file your taxes. It hands your CPA a clean package, and they prepare the return.
The P&L, approved transaction detail, and 1099 vendor totals in one download.
PDFs for each vendor who qualifies, plus the FIRE file for e-filing.
Net income moves to Retained Earnings and the new year starts clean.
One SQLite file on your Mac. No cloud account.
Dated copies to any folder you choose, each time you open the file.
Touch ID, Apple Watch, or your Mac password. It locks the app, not the file.
Apple Silicon (M1 or newer), macOS 11 or later. One license covers two Macs.
Need something built for your industry? See Customization.