1) Add Transactions
Dates must be U.S. format: MM/DD/YYYY.
CSV columns (case-insensitive):
date (MM/DD/YYYY only),
type (Income/Expense),
account,
amount,
description.
| Date | Type | Account | Description | Amount | Actions |
|---|
2) Profit & Loss
Revenue (Gross Receipts)
$0.00
Total Expenses
$0.00
Net Profit (Sched C Line 31 ≈)
$0.00
Meals (raw)
$0.00
3) Tax Preview — Schedule C (MVP)
Line 1 — Gross receipts or sales
Why?
Shows all Income transactions.
$0.00
Line 24b — Meals (50% deductible)
Why?
50% of 'Meals' expenses only.
$0.00
This is a simplified preview for learning/demo. For filing, more lines and rules are needed.