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openaccountant

@openaccountant seed · attribution · source repo

0 followers · 44 skills

1. ▌
   Tax Prep · openaccountant

   Organize business expenses by IRS Schedule C categories for tax filing.
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   Bank Sync · openaccountant

   Connect bank accounts for automatic transaction import via Plaid.
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   Net Worth · openaccountant

   Calculate net worth from assets and liabilities with a formatted statement.
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   Smart Split · openaccountant

   Split a single transaction across multiple categories with custom amounts.
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   Profit Loss · openaccountant

   Generate a profit and loss statement for any date range.
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   Wise Import · openaccountant

   Import Wise (TransferWise) CSV exports with multi-currency handling.
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   Debt Payoff · openaccountant

   Build avalanche or snowball debt payoff plans with payment schedules.
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   Custom Report · openaccountant

   Build custom financial reports with user-defined date ranges and categories.
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   Multi Entity · openaccountant

   Manage finances across multiple businesses or legal entities.
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    Monthly Digest · openaccountant

    Generate a monthly financial summary with metrics, trends, and anomalies.
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    Invoice Aging · openaccountant

    Track unpaid invoices by age bucket and flag overdue payments.
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    Paypal Import · openaccountant

    Import PayPal CSV exports with fee, refund, and currency handling.
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    Square Import · openaccountant

    Import Square sales CSV exports with tips, refunds, and fee handling.
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    Stripe Import · openaccountant

    Import Stripe payment CSV exports with charges, fees, and refund handling.
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    Mileage Tracker · openaccountant

    Track business mileage and calculate IRS standard mileage deduction.
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    Quarterly Taxes · openaccountant

    Estimate quarterly tax payments using income totals and safe harbor rules.
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    Sales Tax Nexus · openaccountant

    Determine sales tax obligations by state based on economic nexus thresholds.
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    Emergency Fund · openaccountant

    Calculate emergency fund target and track savings progress toward it.
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    Smart Categorize · openaccountant

    Auto-categorize uncategorized transactions using vendor pattern matching.
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    Year End Summary · openaccountant

    Generate an annual financial review with totals, trends, and highlights.
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    Break Even Calc · openaccountant

    Calculate break-even revenue by separating fixed and variable costs.
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    Month End Close · openaccountant

    Run a monthly bookkeeping close checklist with reconciliation.
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    Rental Property · openaccountant

    Track rental income, expenses, ROI, and cap rate per property.
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    Financial Goals · openaccountant

    Set savings goals with timelines and track monthly progress toward them.
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    Insurance Audit · openaccountant

    Find insurance payments, total annual premiums, and compare to benchmarks.
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    Lifestyle Creep · openaccountant

    Detect spending increases across categories over 6-12 months.
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    Spending Review · openaccountant

    Generate a categorized spending breakdown with month-over-month trends.
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28. ▌
    Expense Optimizer · openaccountant

    Find recurring expenses and subscriptions to cut or reduce.
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29. ▌
    Venmo Reconciler · openaccountant

    Reconcile Venmo business transactions and separate personal from business.
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    Tax Penalty Calc · openaccountant

    Estimate IRS underpayment penalties for missed quarterly tax payments.
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31. ▌
    Pricing Optimizer · openaccountant

    Analyze pricing against costs and margins to optimize profitability.
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32. ▌
    Runway Calculator · openaccountant

    Calculate months of cash runway at current burn rate.
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33. ▌
    Seasonal Patterns · openaccountant

    Detect seasonal revenue and expense patterns across 12+ months of data.
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    Charitable Giving · openaccountant

    Track charitable donations and estimate their tax deduction value.
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35. ▌
    Zero Based Budget · openaccountant

    Allocate every dollar of income to a category using zero-based budgeting.
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36. ▌
    Import Transactions · openaccountant

    Import transactions from CSV, OFX, or QIF bank exports and deduplicate.
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    Cash Flow Forecast · openaccountant

    Project future cash flow using historical trends and recurring patterns.
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38. ▌
    Subscription Audit · openaccountant

    Find recurring subscriptions, calculate total cost, and flag unused ones.
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39. ▌
    Contractor Tracking · openaccountant

    Monitor 1099 contractor payments and flag $600 threshold.
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40. ▌
    State Tax Estimator · openaccountant

    Estimate state income tax liability based on income and state of residence.
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41. ▌
    Depreciation Schedule · openaccountant

    Track asset depreciation using MACRS schedules and Section 179 expensing.
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42. ▌
    Home Office Deduction · openaccountant

    Calculate home office deduction using simplified or actual expense method.
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43. ▌
    Client Profitability · openaccountant

    Analyze revenue and costs per client to find your most profitable accounts.
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44. ▌
    Revenue Concentration · openaccountant

    Assess client concentration risk using revenue share and Herfindahl index.
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