YourProfitBook's free plan is not a 14-day trial that locks you out. It is a permanent free tier: 30 transactions, a real-time P&L dashboard, and downloadable reports. Use it as long as you like. Upgrade only when your business outgrows it.
⚠️ Sound Familiar?
If any of these hit home, you're not alone — and there's a better way.
"Free" tools that require a credit card and auto-charge after 14 days
Free plans so restricted they are useless beyond a demo
Ads and upsell pop-ups every time you log in
Not knowing if you can afford paid software until you see real profit numbers
✅ The Solution
Simple tools built for real business owners — not accountants.
Permanent free tier — 30 transactions/month, real P&L dashboard, reports
No credit card required to sign up or to keep using the free plan
Upgrade path is clear and affordable: Pro at $9.99/mo, Business at $24.99/mo
Same security, same interface, same data ownership on every plan
How It Works
Create your account in under 30 seconds — no credit card required.
Log income and expenses manually or upload receipts for automatic extraction.
Your dashboard updates instantly — P&L reports, trends, and insights on demand.
📊 What You Get
The free plan includes everything a new or small-volume business needs: income and expense logging, automatic profit calculation, category tagging, and clean PDF/Excel reports. Your data stays private and secure. There are no ads, no data selling, and no surprise paywalls. When you hit 30 transactions in a month and want more, Pro is $9.99/mo — still less than most "free" tools charge after their trial ends.
Income and expenses tracked without accounting jargon
One screen shows your complete financial picture
Export clean reports your accountant will love
Start tracking finances in under a minute — zero learning curve
💡 Real-World Example
Derek launches a weekend pressure-washing side hustle. He signs up for YourProfitBook's free plan and logs his first 6 jobs ($2,400 total income) plus equipment rental ($180), gas ($65), and detergent ($42). His dashboard shows $2,113 profit — an 88% margin. He knows exactly how much to set aside for taxes. Three months later, as jobs increase, he upgrades to Pro for $9.99/mo to get unlimited transactions and receipt scanning.
❓ FAQ
Quick answers to common questions about this solution.
Up to 30 transactions per month, a real-time profit-and-loss dashboard, basic expense categories, and downloadable PDF/Excel reports. No credit card, no trial countdown.
No. Your data stays in your account indefinitely. If you hit 30 transactions in a month, older data is still visible — you just cannot add new entries until the next month or until you upgrade.
Wave is free but monetizes through payment processing fees and payroll add-ons. YourProfitBook's free plan has no hidden fees. When you do upgrade, pricing is transparent: $9.99 or $24.99/mo, no per-transaction charges.
For a low-volume business (under 30 transactions/month), yes. You can export a full-year report that shows income, expenses, and net profit by category — exactly what your tax preparer needs.
📚 Learn More
Deepen your understanding with these free guides.
Start free. No credit card required. Setup takes less than 30 seconds.