Bank and credit card statements go in. Every transaction gets sorted into business income, business expenses, or personal, even when you run everything through one personal account. You confirm, and Nettra builds your monthly and year-to-date profit and loss.
Names help us tell your business deposits from a spouse's paycheck, and spot which accounts are business and which are personal.
PDF statements or CSV downloads from any bank or card. Add as many months and accounts as you like; overlapping statements are de-duplicated.
No statements yet.
We read the names on each statement to guess whether it's a business or personal account. On personal accounts, we assume spending is personal unless it's clearly for your business.
Check anything marked Check or Likely. When you change a category, we'll offer to apply it to the same payee and remember it next time.
| Date | Description | Amount | Category |
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Car expenses are shown as actual costs. If you use the standard mileage rate instead, leave gas and repairs out and deduct your business miles.