Profit and Loss Tracker – Income, Expenses, Profit and Tax Reserve (Offline App + Excel)

Profit and Loss Tracker: income, expenses and profit at a glance

App + Excel · 5 languages included (English, German, Bosnian, Serbian, Croatian) · Instant download · One-time purchase, no subscription

How much do you really keep at the end of the month – and how much should you set aside for taxes? Profit and Loss Tracker shows your income, expenses, profit and margin at a glance. For freelancers, the self-employed and small shops, on your computer and your phone.

Buy once. Use offline. No monthly subscription. 14-day money-back guarantee.

What the app does for you

• Add entries in seconds: amount, category, done – gross or net, with the tax worked out to the cent.
• Receipts right with the entry: attach a photo (with your phone camera) or a PDF. Add many receipts at once and match them to existing entries.
• Recurring expenses such as rent, software or insurance are added automatically every month.
• Import your bank statement: open the transaction file from your online banking (CSV, Excel, CAMT.053, MT940 or PDF statement). You check everything in a preview, duplicates are detected, and the app remembers your categories.
• Profit and loss: by month, quarter and year, step by step from revenue to profit – with comparison to the previous period, margin and cost categories.
• Goals, budgets and warnings: profit goal, budget per category and alerts when a receipt is missing or a budget is exceeded.
• Neutral VAT calculation: per quarter, with rates for Germany, Austria, Switzerland, Bosnia and Herzegovina, Croatia, Serbia, the UK and the US – or switch VAT off for the small-business option.
• Tax reserve: the app shows how much to set aside – using your percentage plus unpaid VAT.
• Year summary for your accountant: PDF, Excel with charts and all receipts as a ZIP – in one click. Plus a receipt checklist for year end.
• Secure Sharing with your partner or accountant – encrypted, with a role (view only or edit) and an optional password.
• Export and import in both directions: PDF, CSV, Excel. Keep working in Excel and bring changed rows back in.
• Light and dark mode, on computer, tablet and phone.

Your data stays with you

No account, no cloud, no bank connection. Your bank statement is read only on your device. Your data stays on your device – save a backup in the app regularly; it includes all receipts.

Who it is for – and who it is not for

A good fit for freelancers, the self-employed, sole traders and small shops who want to keep track of income and expenses themselves and hand clean records to their accountant.

Not a fit for companies that need double-entry bookkeeping, a balance sheet or an accounting software interface. The app does not create invoices – for that we have Invoice Studio.

What you get (instant download, ZIP)

• Profit and Loss Tracker as an app in 5 languages (English, German, Bosnian, Serbian, Croatian), also as a phone version; the currency follows the language and can be changed
• 10 Excel files (blank and with a sample year per language) with tables, filters, drop-down lists and charts
• PDF guides (English, German, Bosnian/Serbian/Croatian) and video guides in English and German
• Gift: price calculator – from your desired income, fixed costs and tax share it works out your minimum hourly rate and a fair product price
• Free updates – the app tells you when a new version is available

Activate and get started

• Activate once: The first time you open the app, enter your name and the activation number from your order email. This needs the internet once, briefly – after that the app works offline.
• Runs on computer, iPhone, iPad and Android: On a computer you open the app file in your browser. On a phone or tablet you open your app link from the guide and add it to your home screen.
• 1 purchase = 1 main device. More people and devices join by QR code. New device? Sign out the old one in Settings and activate the new one.

On a phone or tablet? Open app.propraxisplan.de/profit/ and tap “Add to Home Screen”. Then activate it with the activation number from your order email.

Frequently asked questions

Does the app replace my bookkeeping or accountant?
No. It gives you a clear overview every day and prepares everything neatly (year summary, Excel, receipts as a ZIP). Your tax return and official bookkeeping are still done by you or your accountant – following the rules of your country.

Does the app need access to my bank account?
No. You download a transaction file in your online banking and open it in the app. Nothing is added until you confirm it.

What if I import the same statement twice?
Nothing bad happens: entries already recorded are detected, marked and not preselected – including ones you entered by hand before.

Can I bring over my existing list?
Yes, income and expenses as CSV or Excel. Column headings are recognised in all 5 languages.

What if I change my computer or phone?
Save a backup on the old device and choose “Sign out this device” in Settings. Then activate the new device with the same number and open the backup.

Do I need Excel?
Not for the app, it runs in your browser. You open the Excel files with Microsoft Excel or a compatible program.

Are there any extra costs?
No. Buy once, no subscription.

Good to know

• 14-day money-back guarantee: If the app is not right for you, write to info@propraxisplan.de within 14 days of purchase and you get the full price back, no long explanation needed. The activation for your order is then switched off. This voluntary guarantee is in addition to your statutory rights.
• Digital product – nothing is shipped. You get the download link right after purchase.
• Personal licence for you and your business; sharing and reselling are not allowed.
• A calculation and organisation tool, not tax advice and not a replacement for bookkeeping software. Please check the rules in your country.

Maker: ProPraxisPlan