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Business · Plus

Planned

Keep the business out of the grocery budget

For freelancers, landlords and single-member companies: separate entities, their own transactions and accounts, and profit-and-loss summaries by month, quarter or year.

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All features/Business finances
The idea

Designed around the way money works in real life.

01

A clean line between the two

Business activity stays out of personal budgets and reports, while both remain visible in one account.

02

Profit and loss, by period

Revenue, expenses and margin per entity, by month, quarter or year.

03

Built for the way people actually work

Freelance income, a rental property and a side company can each be their own entity.

What is planned

A status for every capability.

These are product plans, not a promise that a capability is available today. Dependencies and limitations are shown with the relevant item.

Small-business trackingPlanned

Keep business entities separate, with profit-and-loss summaries.

Entities & separation

  • Create separate business entitiesPlanned
  • Track more than one businessPlanned
  • Assign accounts to an entityPlanned
  • Assign transactions to an entityPlanned
  • Filter accounts and transactions by entityPlanned
  • Keep business activity out of personal reportsPlanned
  • A dashboard per entityPlanned

Reporting

  • Business income and expense trackingPlanned
  • Profit-and-loss summaryPlanned
  • P&L by month, quarter or yearPlanned
  • Rental property trackingPlanned
  • Freelance and side-income trackingPlanned
  • Export data for tax preparationPlanned
Known boundaries

What to expect from this area.

  • This is not accounting software. There is no double-entry ledger, no invoicing, no payroll and no payroll-tax processing.
  • Exports are intended to help you or your accountant prepare a return. SolvMoney does not file anything and does not provide tax advice.
  • This module is planned, not built.
Related areas

Continue exploring.

Cash flow & reporting

Cash flow & reporting

Income against expenses by month and by year, broken down by category, merchant and account. Every chart drills through to the transactions underneath it, so a surprising number is one click from an explanation.

Forecasting · Plus

Forecasting

Project net worth, income and expenses forward from your real balances, change the assumptions, and compare two futures side by side. A planning tool for decisions you cannot easily reverse.

Accounts & transactions

Accounts & transactions

Bring checking, savings, credit cards, loans and investment accounts together, then work through the transactions with search, filters, splits, tags and rules that do the repetitive part for you.

A clearer picture starts here

Explore the sample interface.

See how the concepts in this feature area fit together in one sample household.

Explore the preview