The full walkthrough

One ritual, once a month. That’s the product.

RE has exactly one job: get your month from “probably fine” to “closed at $0.00, locked, reported.” Here is every step of how it does that — and what it refuses to do.

$3,665.25
the difference — closing balance minus what’s explained

This number is the whole interface. Your month closes when — and only when — it reads $0.00 with no bank row unexplained.

During the month

Record as you go.
Or don’t.

If you like tidy habits, tap + when money moves — expense, income, or transfer — snap the receipt, done. Every entry is true double-entry underneath; RE rejects anything that doesn’t balance, server-side, in integer cents.

If you’re a once-a-month person, that’s fine too: the statement import can create the entries for you at close time, each one categorized in a tap. The ritual works either way — entries you recorded get matched, entries you didn’t get created.

Underneath

Real double-entry

Debits equal credits on every record or it doesn’t save. You never see the ledger jargon unless you open Journal mode — but your accountant will know it’s there.

Attached

Receipts where they belong

Photos and PDFs attach to the entry they prove, stored outside the web root, served only to signed-in users. Audit season becomes a scroll, not a search party.

Watching

The anomaly scan

Duplicates, future-dated entries, missing descriptions, bank entries that never reconciled — RE flags them quietly all month so nothing ambushes you at close.

Close day

Fifteen minutes, five moves.

1

Start the reconciliation

Pick the bank account and month, type the opening and closing balances from the statement. Two numbers — that’s all the setup there is.

2

Import the statement

Upload CSV or PDF from any bank. RE finds the header row, the date format, debit/credit columns, currency punctuation, negatives-in-parentheses — and skips rows it has already seen, so re-importing is always safe.

3

Let it match — honestly

A bank row pairs with an entry only on exact amount within ±3 days, and only when there’s exactly one candidate. Anything ambiguous waits for you. Software that guesses with your books is software you can’t trust at $0.00.

4

Categorize the strangers

Rows with no matching entry become entries in one tap: RE pre-fills the category from what you taught it in past months, you confirm, and the rule sticks forever. Transfers between your own accounts are spotted and entered once — not double-counted as expense and income.

5

Close at zero

When the difference reads $0.00 and no row is unexplained, Close month unlocks. The month locks — entries in it can’t be edited or slipped in behind the report. The one-page close report generates itself. Reopening is an admin action that leaves a trace, not a habit.

Month 1 · ~60 minutes, teaching it your payees Month 3 · ~25 minutes Month 6 · ~10 minutes, mostly confirming Every month · the close report, one page, shareable

What RE refuses to do

Simple is a budget.
We spend it carefully.

Every feature bookkeeping software adds makes the close longer and the honest number blurrier. So RE draws hard lines — not because these things don’t matter, but because they belong to other tools:

  • No bank feeds. Feeds break, drift, and demand your bank credentials. Statements are certain, universal, and already in your inbox.
  • No payroll, no invoicing, no inventory. RE keeps the books; it doesn’t run the business.
  • No force-close. There is no button that makes a wrong month look right. That’s the point.
Year-end, handled
What happens on January 1st
Balances carry forward
Assets, liabilities & equity roll into the new year automatically
Each year, its own book
Clean files per year — audit one without touching another
Accountant pack
Trial balance, full ledger & receipts, one export
Your December 31 closing balance is your January 1 opening balance — checked, not hoped.
“Trust isn’t a feature you add. It’s a number that reads $0.00 because the arithmetic left it no other choice.”

Why the close gate never bends

Try the ritual

Bring one statement.
Close one month.