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Home/Get the numbers out, in a shape your accountant recognises
Reports & paperwork

Get the numbers out, in a shape your accountant recognises.

Computed on your device, exported as ordinary files. Nothing to subscribe to, nothing locked.

Start your book — free
A MoneyBook cash-flow report exported as PDF next to the same data in Excelreports.jpg · 2000×1000
Four shapes

All entries, by day, by person, or by category.

Pick a book, pick a date range, pick the shape. The all-entries report is the register as a document. Day-wise gives you closing balances per day. Contact-wise is the customer balances. Category-wise shows where the money went.

  • Any date range, presets for this week, month and year
  • One book or the whole business
  • Choose the columns you want
Real files

PDF for sending. Excel for working.

The PDF is for your accountant, your partner, or your own records. The Excel export is a genuine spreadsheet — not a CSV with a different extension — so formulas and pivot tables work on it directly.

  • PDF with your business name and logo
  • .xlsx you can open in Excel, Numbers or Google Sheets
  • Also from the web app, at a desk
At a glance

Charts that answer the obvious questions.

Cash-flow bars by day, week or month. Category rings for where it went. A trial balance across books. All computed on your device — nothing is uploaded to draw a chart.

Your paperwork, your name

Receipts with your logo and signature.

Set the business's logo, signature and receipt style once. Every member of the team prints matching receipts — so your paperwork looks like one business, because it is.

  • Shared by the whole team, set by the owner
  • Several receipt designs to choose from
  • Rent, salaries and subscriptions can post themselves on schedule
Questions

Good to know

Can I export everything, not just a report?

Yes. Every book can be exported in full, any time. Your data is yours to take — that is in our Terms as well as our Privacy Policy.

Do reports work offline?

Yes. They are computed on the device from the local book, so a report on the phone works with no signal at all.

Is there a limit on reports or exports?

No. Recording, reading and exporting your own books is the free core of MoneyBook and stays that way.

Keep reading
Works offlineEntries save with no signal and sync later.Your teamPer-book roles, hidden balances, no backdating.Customer balancesOne balance per person, statements on WhatsApp.

Open your first book in about a minute.

No card, no sales call, nothing to cancel.