Features
What TrueSum does, in one list, with the help for each group a line away.
Each line is one thing TrueSum does. Under each group is a link to its help.
The books
- Starting accounts for your country and business type.
- Opening balances on one date, to start from your old books.
- Fiscal year close, with reopen.
Help: The books
Money in and out
- One form for an expense, a deposit, a transfer and a credit card charge.
- Split transactions, each part with its own account, amount, tax and memo.
- Filter an account's list by a word, a date or an amount.
- Undo and redo of what you saved, deleted or imported.
Help: Money in and out
Customers and sales
- Invoices with tax on each line, and a PDF to save or print.
- Payments recorded from the invoice, in full, in part or for several invoices at once.
- Estimates for a job before you do it.
- Your logo, address, terms, footer and signature on every invoice.
Help: Customers and sales
Vendors and bills
- Bills with the vendor's own number and tax on each line.
- Pay a bill in full or in part, or pay several bills with one payment.
- Paid, partly paid and overdue marks in the Bills list.
Help: Vendors and bills
Bank accounts
- Bank, credit card and petty cash accounts.
- Import CSV, OFX, QFX and QIF files, with duplicate rows skipped.
- Reconcile against your bank statement.
- Export an account's transactions to CSV.
Help: Bank accounts
Sales tax
- Taxes set up for Canada and the United Kingdom, or your own tax agencies and rates anywhere.
- A tax rate on each line, and prices typed with the tax included.
- The Tax Summary by agency and rate for a period.
Help: Sales tax
Reports
- Profit & Loss, Balance Sheet, Monthly Breakdown, Trial Balance and General Ledger.
- Customer Statement, and Debt by Age for customers and vendors.
- Any period, on an accrual or cash basis, saved as a PDF or a CSV file.
Help: Reports
Currencies
- Accounts, customers and vendors in another currency.
- Exchange rates looked up for you, and the gain or loss on a payment worked out.
Help: Currencies
Businesses
- More than one business, each its own set of books.
- A sample business, Northlight Studio, to explore.
Help: Businesses
Backups and sync
- Automatic backups, a backup any time you ask for one, and restore.
- Sync across your devices, with a sync subscription.
- View-only sharing with an accountant.
- Privacy Mode, which keeps TrueSum off the internet.
Help: Backups and sync
The app
- TrueSum for Mac and Windows, with your books kept as a file on your device.
- Themes, spacings and zoom.
- A 30-day free trial, then a license.
Help: Make TrueSum yours and Get help