Know your profit, every month.
Income & Expense Summary
SHAUX ·
Expenses by category
For the selected period
Recent transactions
Latest entries in this tracker
Set-aside reminder
This is a general reminder, not tax advice. The right amount depends on your business, entity type and state, so talk to a CPA before you rely on any number.
All transactions
Showing the selected period
| Date | Description | Category | Method | Added by | Amount | Actions |
|---|
Import a CSV file
Columns: Date, Type, Category, Description, Amount, Payment Method, Recurring. Optional: Subcategory, Account, Tags. Up to 2 MB.
or drag and drop a file here
Your role on this tracker can't import entries.
Smart Import Coming soon
Upload your bank or card statement and we'll read it for you.
- Bank & card CSV / Excel with presets for popular US banks
- OFX, QFX and QBO files from online banking
- PDF statements, read right in your browser
- QuickBooks / TurboTax exports (TXF, Intuit CSV)
- Review every row first, with auto-categories and duplicate checks
Imports count toward your plan. Pro imports have no entry limit.
Balance sheet
Assets, liabilities and equity (cash basis)
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Cash-flow trend
Monthly net and running total
Income by category
Share of total income
Expenses by category
Ranked by amount
Tax summary (Schedule C style)
Categories mapped to IRS Schedule C lines
Estimate for planning only, not tax advice. Meals are shown at 50% deductible. Review with your CPA before filing.
Top categories
Where your money comes from and where it goes
Monthly summary
Income, expenses and profit by month
Join a shared tracker
Got an invite code from a tracker owner? Enter it here.
What can each role do?
- UploaderAdd entries and import CSV files. Can edit or delete only the entries they added.
- EditorAdd, edit and delete any entry, import and export.
- ViewerSee the dashboard and entries, and export. Can't change anything.
- ManagerBusiness trackers: add and edit any entry and manage the tracker and its sharing. $3/month per manager.
- Co-ownerHome trackers on the Family plan: full access, like the owner.
Viewer and Uploader are always free. Editors and Managers on a business tracker use a Manager seat; on a Family home tracker everyone is included and every member can invite.
Account
- Username
- Plan
- · Plans
Install the app
Add SHAUX to your home screen or desktop for one-tap access.
On iPhone or iPad: tap Share then Add to Home Screen.
Profile & business
Appearance
“System” follows your device, or the tracker theme if one is set. Logo, brand colors, tracker theme and email sender live in Branding.
Email address
Your data
Download everything in your trackers (entries, accounts, budgets, recurring rules, clients, invoices and receipt details) as a JSON file.
Sign-in methods
Connect Microsoft, Google or Apple to log in with one click.
Change password
Danger zone
Deletes every entry, including entries added by people you share with.
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Plans
Start free with as many trackers as you like (100 entries in total). Pay only for what you use.
Free
$0
- Any number of trackers
- 100 entries in total across the trackers you own
- Charts, reports, CSV import/export
- Free data sharing: Viewers and Uploaders
Your current plan
Pro
$9 / month
- Unlimited entries in every tracker you own
- Invoices & quotes with your logo, emailed from the app
- Inventory, stock alerts and valuation
- Store API keys & webhooks
- Your brand colors on the app, invoices and emails
- Smart Import, Pro reports
- Priority support
Your current plan
Multi-Tracker
$5 / business tracker / month
- For several companies or clients
- Unlimited entries
- Invoicing, inventory, API and branding in each business tracker
- Pay per business tracker, scale any time
Family
$5 / home tracker / month
- Household budgets
- Invite the whole family by email, no extra cost
- Every member can add, edit and invite
- No Manager fee
Manager add-on: $3 / manager / month per business tracker. A Manager (or Editor) can add and edit entries and manage the tracker. Sharing data with Viewers and Uploaders (share-ID upload) is always free.
Billing
Your plans, what you use, and your monthly total.
| Item | Price | You use | Quantity | Amount | Status | Actions |
|---|---|---|---|---|---|---|
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| Monthly total | $0 | |||||
Payments coming soon. Online checkout isn't switched on yet. Contact us and we'll upgrade your account manually.
Payments are handled securely by PayPal. You can cancel any time here or in your PayPal account.