Follow one month for “Rivera Lawn Care” (a made-up business), from the ten minutes the owner spends, to the finished Excel and PDF that land in their inbox.
Your part: drop in what you have
No categories, no accounting words. Just the raw stuff.
📄 Bank statement, PDF or CSV, straight from your bank
💵 Cash jobs, date, customer, amount
📱 Venmo / Zelle / Cash App, screenshot or export
📝 A note, “the $500 on Aug 15 was to savings”
Submit August 2026
📄 chase-aug-2026.pdf uploaded
💵 Aug 04 · Johnson mow + edge · $120.00
💵 Aug 28 · Lee cleanup · $450.00
Note: Aug 15 transfer is savings, not an expense.
Example data is fictional. LedgerFast organizes your records; it does not file taxes or give personalized tax advice.