TBP96 TBP96

TinyBooks Pro for the Mac

Simple Macintosh Accounting for Home and Small Business


The Accounts Dialog from TinyBooks Pro BuyItOnceStickie
  • Ultra-Simple Macintosh Accounting
  • Buy it Once, Use it Every Year!
  • Mileage and Bar Charting
  • Accountant's Bottom Line Report
  • Professional Check Printing
  • Professional Invoice Printing
  • (Estimates, Statements, Proposals)
  • Handles Tough Tax Situations
  • Handles Non-Standard Fiscal Years
  • Easy Rollover to New Tax Year

New to TinyBooks Pro? Read this...

TBP96

What is TinyBooks Pro?

TinyBooks Pro is an ultra-simple accounting and bookkeeping program designed for home and small businesses and perfect for Sole Proprietors. TinyBooks Pro requires an Intel-based Macintosh running OSX. See the Requirements section for more complete info.

TinyBooks Pro is a flexible, non-bloated, single-entry bookkeeping program and the perfect companion to help with taxes throughout and especially at the end of the year. Though designed with small businesses in mind, it can also be used in the home to help with the family finances.

Many tax-related programs, such as TurboTax, H & R Block's At Home (formerly known as TaxCut) and others, are tied to a particular tax year and must be re-purchased every single year. TinyBooks Pro is NOT tied to a particular tax year. Tax laws may change, but the need to keep track of expenses, income and profits never seems to change, and that is exactly what TinyBooks Pro is all about! The TinyBooks Pro you purchase today can be used to help you with your taxes in past years, this year, next year, and for years ahead.

TinyBooks Pro actually works on automatic most of the time. All you really have to do is enter each expense or income item, as it happens, or at month end, and the program calculates everything else, automatically and instantly.

The Accounts dialog, the Bottom Line Reports window and the Reports and Transaction Search windows allow you to create Income, Expense, Quarterly, Full-Year and Custom Reports for just about any time period. The Bottom Line reports are exactly the reports that an accountant would want. There are no parameters required for these reports, the program knows exactly how to create them. End-of-year accounting is simply effortless.

The Accounts Dialog not only instantly displays monthly and year-to-date account totals, but also displays monthly trends (instantly, graphically, intuitively and without any user intervention.) Budgets are also optionally and easily integrated into any account.

TinyBooks Pro also includes a Professional Invoice Printer utility and the invoices are printed on plain white paper, so no expensive third-party forms are required. The Professional Invoice Printer has been totally revamped. It's now easy to create a multitude of standard and custom forms, such as Invoices, Estimates, Statements, Proposals, and more.

If you require Professional Check Printing, TinyBooks Pro now handles that too. In fact, we've done the legwork so you don't have to. No more testing and experimenting with various checks to make sure things fit and line up properly. When you purchase TinyBooks Pro checks, they'll work perfectly first time and every time. Compatible checks for TinyBooks Pro can be ordered here: http://www.winograd.com/checks. You can also order TinyBooks Pro checks by phone, toll-free, at this number: 800-544-3427

All transactions and reports can be exported as desired (for instance, to give to an accountant, or for import into a spreadsheet, etc.) All transactions can be easily sorted by Date, Comment, PaymentType, Account#, Amount or Type of Transaction (expense or income.)

TinyBooks Pro also supports all kinds of domestic and international taxes, such as Sales Taxes, GST (Goods and Services Tax), PST (Provincial Sales Tax), VAT (Value-Added Tax) and more. TinyBooks Pro can even handle multiple types of taxes without adding any complexity.



IsItRight

TinyBooks Pro: Is It Right For You?

TinyBooks Pro is, without a doubt, an astoundingly simple-to-use accounting program. That is surely its main niche! It's written for small business owners who pretty much hate accounting and want to do as little of it as they can get away with, yet still have all the facts and figures that they need to run the business and help at tax time. TinyBooks Pro fills this need for thousands of small businesses.

But, being such a simple program, it cannot include the vast features of the "big boy" accounting programs. These other accounting programs (such as: Quicken, QuickBooks, Peachtree, and AccountEdge) are truly superb, but they suffer from being so overly complex that they leave most users who are not trained accountants in a daze of bewilderment. Many of these other programs are not only much more expensive than TinyBooks Pro, but often have to be re-purchased every year. Some aren't even compatible with the latest Mac OS's as TinyBooks Pro is. (It's pretty obvious that these other programs, as capable as they admittedly are, are so complex that the companies need to offer seminars and training courses on how to use the programs. Accounting consultants are often required just to get you up and running.)

So, the real question you have to ask yourself, is if the subset of accounting features that TinyBooks Pro does provide is sufficient for your business. I can't be more honest than that. That really is what it's all about. Luckily, TinyBooks Pro is distributed as shareware and you are free to try it yourself before purchasing. The program that you download is the real thing, no features are left out. It's a true test of the program. If your business is such that TinyBooks Pro can effectively handle your needs, there's not a simpler program out there. See what hundreds of others have said about TinyBooks and TinyBooks Pro. Better yet, have a look at the program itself. Try the simple TinyBooks Pro Tutorial. You'll see, step-by-step, with screen captures, exactly how easy TinyBooks Pro is to use as well as how much it can do for you.



Experience

TinyBooks Pro: Accounting Experience

Ken Winograd (the programmer of TinyBooks Pro) has a rather long history creating financial and accounting software. Long before the Macintosh even existed, Ken wrote various investment portfolio programs for the Apple II computer. These programs were used exclusively by Ken's friends and family.

Later, Ken also worked for a company called Great American Software where he created the Invoicing Module (along with various other utilities) for their very popular One Write Plus accounting software for IBM PCs. Ken also was the Lead Programmer (and then Software Engineering Manager) for the very first versions of software-based Dome Books, published by Dome Publishing of Rhode Island. At that time, the Dome accounting software supported Apple II, IBM PC, and even Commodore 64 computers.

Since 2003, Ken has designed, programmed, published and supported the popular TinyBooks and TinyBooks Pro Accounting programs, currently for the Macintosh only. The one common theme in all these years of accounting experience has been to make accounting simple and intuitive for families and small businesses around the world.



Theory

TinyBooks Pro: Theory of Operation

TinyBooks Pro works by keeping track of multiple accounts which you can customize. There are four basic types of accounts: Deductible Expenses, Non-Deductible Expenses, Taxable Income and Non-Taxable Income. For a typical small business, that's about all that's required. As you might guess, the non-deductible expenses and non-taxable income accounts are included for your bookkeeping convenience, as they are not included in profit computations. But, if you are using this program for home use, rather than as a small business, such account types are very handy indeed. Business Profit is calculated by subtracting the sum of the deductible expenses from the sum of the taxable income. With TinyBooks Pro, you never have to request a calculation, all calculations are performed instantly any time you add, delete or modify any item.



Requirements

TinyBooks Pro: Requirements

Requirements: The very latest TinyBooks Pro version 8 requires an Intel-based Macintosh running Mac OSX 10.7 or greater. (Mac OSX 10.6 users can use TinyBooks Pro v8.0.7, the last version that still supports the old Mac OS). TinyBooks Pro also requires a screen resolution of, at least, 1280x800.

Note: For those who are still running PowerPC Macs and/or Mac OS9, the old non-Pro TinyBooks v6 can still be purchased, though it is no longer officially supported. More info on how to get the old non-Pro version of TinyBooks as well as the last version of TinyBooks Pro (v8.0.7) that runs on Mac OSX 10.6 can be found on the Old TinyBooks page.



Tutorial

TinyBooks Pro Tutorial

If you're interested in TinyBooks Pro (and I hope you are) why not try it for yourself? You can download TinyBooksPro.zip for free, and try it for free. What you'll download and try is indeed the real thing. No features are left out. Once you have it downloaded, you might want to try a simple, step-by-step tutorial on how to use TinyBooks Pro, including screenshots. Here's the Simple TinyBooks Pro Tutorial page. The tutorial page is fun to scroll through...take a quick look. If you are serious about learning TinyBooks Pro, spending some time on the tutorial page is time well spent.



For more complete information on many of the features of TinyBooks Pro, you definitely want to take a look at the TinyBooks Pro tutorial. Here's the TinyBooks Pro Tutorial page. But, while you're on this page, let's take a quick look at some of the various features...




A Typical Monthly Window

TinyBooks Pro v8 Tutorial Pic#5

When you enter transactions (expense and income items), they appear in the Monthly Window as shown here. Note that each month can be associated with a particular (user-configurable) color. Also, every time you enter a new transaction, important totals are immediately displayed at the bottom of the window in the "OnTheFly Totals" section of the window.

Note: A click in the OnTheFly Totals area of the window will show the Checkmarks Info display with totals (for the current month and all months) of just those items that are checked. This makes checking or credit card reconciliation a snap!




Monthly Notes

In v8.1.0 of TinyBooks Pro, a new Monthly Notes feature was added (not pictured above). This allows you to add optional textual notes to any month. These notes might be used to explain a transaction when the Comment field on a transaction isn't quite big enough for a full explanation. You might also use a note as a reminder to perform a certain task in a future month, such as checking an invoice was paid, a payment was made, a check was written or received, etc.



Monthly Colors


TinyBooks Pro v8 Default Monthly Colors

If you move around from month to month (using the arrow keys), you'll see that each month can have a user-configurable color associated with that month. Here's the default colors....



Reconciliation/Reminder Checkmarks


TinyBooks Pro Checkmarks

Note the checkboxes on the left side of every transaction line in the Monthly Window. These are called Checkmarks, and you can use them for whatever purpose you might like. The checkmarks might be used as placeholders to remind you of particular locations in a long list of transactions, or they might be used temporarily to help you to reconcile a credit card or checking account statement. If you click in the OnTheFly Totals area of the window, it will change to show the Checkmarks Info display. This will display the totals (for the current month and all months) of just those items that are checked. This makes checking or credit card reconciliation a snap!



The Accounts Dialog


TinyBooks Pro v8 Tutorial Pic#6

The Accounts Dialog shows you all of your accounts, and the totals for each account for the current month and the totals to date (meaning from the beginning of the year through the current month). Also displayed are the percentages that each account represents, compared to the applicable subtotal of that particular type of account. This dialog is also used to add, modify or delete accounts to suit your own business (or family) needs.



Bar Charts in the Accounts Dialog


TinyBooks Pro v8 Bar Chart Bit

As you move up and down the list of accounts in the Accounts dialog, the bar charts will automatically and graphically show you trends on any account. Note in this case, that we are in the month of March, the 3rd month in our year, and "Online Expenses" happens to be highlighted. It's easy to tell at a glance that our monthly online expenses have held constant...since all three green bars are the same height. But, if you look at the Cumulative chart on the right, you'll note that, cumulatively, the trend is rising, as it should, since your total expenses for the year for that account are rising.



Budgets in the Bar Charts

TinyBooks Pro v8 Tutorial: Budget Pic#2

In the Accounts dialog, you can configure any account so that it includes a budget. A budget is just a best guess or projection that you can give an account. The budget is shown on the bar charts as blue lines. And, as always, you don't have to do anything, or set anything, or configure any settings. The bar charts and budgets are automatically, instantly calculated for you on the fly. Perusing your accounts and how your business is doing through the year has never been easier.



Reports and Transactions Search Window


TinyBooks Pro v8 Tutorial Pic#7

The Reports and Transactions Search window gives you the flexibility to generate just about any kind of report you can think of. The real accounting reports are available in the Bottom Line Reports and the Account dialogs. But, the Reports and Transaction Search window is a very powerful search facility. In the example shown here, I searched for any expense, at any time, that had the word "envelopes" in the item's description.



The Bottom Line Report

TinyBooks Pro v8 Tutorial Bottom Line Report

OK, it's the end of the year, you've entered all of your expenses and income items, and your accountant is screaming for some actual information from you. What do you send? Why, the "Bottom Line Report" of course. This is a very simple report that includes just about everything an accountant might want. At the end of the year, this is the report that I would print to help me figure out my taxes.

There's only a single parameter that needs to be set. Just specify whether you want the report to cover a particular quarter of the year, or the Full Year. At the end of the year, you'd naturally select the Full Year Report. And, that's it! The report that appears is an absolutely complete breakdown of the sum of all of your expenses, income, mileage, taxes paid in and/or out, profits, etc. This is exactly the summation of your business year that your accountant (or YOU) would need to be able to fill out your taxes.



Professional Invoice Printing

(Invoices, Estimates, Proposals, Statements, Purchase Orders, etc.)


TinyBooks Pro v8 Tutorial: Invoice Window

TinyBooks Pro includes a very professional invoice printer. Here, you can fill in all the various invoice fields (Date, Customer Number, Invoice Number, Bill To, Ship To, etc.) and then TinyBooks Pro will print a professional-looking Invoice, and on plain paper too, so there's no expensive custom or 3rd-party forms that need to be purchased.



TinyBooks Pro v8 Tutorial: Invoice Company Info

The upper left portion of a typical invoice is where your company name and details reside. To set this info, you would use the Invoice Company Info dialog. This is where you'd enter the company name, address, phone, email address, web site and more...as you would like it to appear on your invoices. (You can also colorize invoices, and choose custom pictures of your design instead of the textual info if you'd prefer.)



TinyBooks Pro v8 Tutorial: Demo Invoice

Here's a shrunken picture of what a little demo invoice might look like when printed. You'll notice that, by default, other than the blue background that I've chosen for the Company Area, the rest of the invoice is simply black text on a white background. (If printed on a non-color printer, the blue background will become a shade of gray.)



TinyBooks Pro v8 Tutorial: Invoice Shading

TinyBooks Pro also includes an Invoice Shading dialog. This dialog allows you to designate colors, as desired, for many different parts of a typical invoice.



TinyBooks Pro v8 Tutorial: Colorful Invoices

Here's a little collection of what the Invoice Shading dialog might look like after making a few colorizations. Note, by default, the typical invoice is simply black on white, but by clicking on various portions of the simulated invoice form on the dialog, you can adjust the colors.



Professional Check Printing


TinyBooks Pro v8 Tutorial: Check Printer

TinyBooks Pro also includes a very handy, professional Check Printer. Unlike the Professional Invoice Printer (shown above) which prints all sorts of forms on plain white paper, the Check Printer does require pre-purchased, customized check forms with your banking info, company name and/or logo already printed them on. It might sound complicated, but it's really not! Here's why...

I've done the legwork so you don't have to. I've made arrangements with a company that manufactures check forms, and have designed check forms that exactly match the requirements of TinyBooks Pro. When you order checks for TinyBooks Pro, they'll work first time, every time. No measuring, no experimenting, no wasted checks. This link will take you directly to the Buy TinyBooks Pro Checks page: http://www.winograd.com/checks. You can also order TinyBooks Pro checks by phone, toll-free, at this number: 800-544-3427

By the way, everyone who buys TinyBooks Pro, will automatically receive an Introductory Discount Code offering 25% Off and Free Shipping on your first order of checks and/or matching envelopes.



Mileage (or Kilometers too!)

TinyBooks Pro v8 Tutorial: Mileage Entry

TinyBooks Pro allows you to easily enter mileage (miles or kilometers) that you've driven over the year. Note that TinyBooks Pro keeps individual track of Business, Charitable and Medical mileage, as many governments handle different types of mileage in different ways.

TinyBooks Pro includes a Mileage Settings dialog (not shown here), which allows you to customize the mileage rates for each type of mileage that TinyBooks Pro handles. The rates for all types of mileage can be changed on a monthly basis as might be required by various governments.



Taxes

TinyBooks Pro and Taxes

TinyBooks Pro supports taxes of all kinds, for virtually all countries. It supports Sales Tax, GST (Goods and Services Tax), VAT (Value Added Tax), PST (Provincial Sales Tax) and more.

TinyBooks Pro allows you to enter, if needed, two different types of taxes on every single transaction...known, for now, as Tax#1 and Tax#2. When you enter a new income or expense item, you will note that the dialog includes two tax fields. It's up to you how you want to define these two fields. If taxes are not a concern for you, you can, of course, completely ignore these fields. But, if you are faced with Sales Taxes, or GST, PST (or whatever), you can use these two tax fields to account for taxes taken in and taxes paid out.

The names of the taxes and actual tax rates applicable to your company can be customized using the Company and Tax Information Dialog, described above, and available in the TinyBooks Pro Utility Menu.

If the transaction you are entering is an Expense, any tax information you enter is considered as a tax that is paid out. If the transaction you are entering is an Income item, any tax information you enter is considered as a tax that you have received.

At the end of the list of the Accounts in the Accounts dialog, TinyBooks Pro will automatically tally for you on a monthly and year-to-date basis the total taxes taken in and total taxes paid out, for both types of taxes.

Depending on your circumstances and the country, state and/or province in which you live, you might want to use the Tax#1 field for Sales Tax, and ignore the Tax#2 field. Or, you might want to record GST for Tax#1 and PST for Tax#2. Whatever your needs, TinyBooks Pro is flexible enough to handle it.

TinyBooks Pro also includes a handy Calculate Tax button in the Enter Transaction dialog. This Calculate Tax button can be configured to calculate the tax as appropriate for your situation. In some cases (such as with USA State Sales Tax), taxes will be added to the item Amount that you specify. In other cases, such as is usual in countries that have a GST, TinyBooks Pro can "extract" the applicable taxes from the Amount entered (and then reduce the amount as appropriate.)

Note: In the Utility Menu of TinyBooks Pro, there is a menu item called "Show/Hide Tax Fields". If the Main Monthly window or the Reports window is frontmost, you can use this menu item to show or hide the two tax fields associated with every expense or income item. In fact, when you choose to show the tax fields, TinyBooks Pro temporarily makes room for the tax fields by truncating the Comment/Description field. This is for display purposes only. The Comment is not actually truncated. If the monthly items or reported items are saved, printed or exported, all fields are included in their entirety. (This option is for those with smaller monitor display resolutions. All fields are easily displayable on monitors with high resolutions.)



Comments

See What Everyone Says About TinyBooks Pro...

Note from the Author: Here are just a dozen or so of the hundreds of comments I've received about TinyBooks and TinyBooks Pro. See the TinyBooks Pro Comments Page to see all the comments I've received. Newly added comments appear at the bottom of the list.

  • "Thanks for making my biz bookwork a breeze! Tiny Books Pro makes tax time almost bearable. ;)"
  • "thank you for your patience i am a happy chappy"
  • "It's still great software by the way and I recommend it all over the place!"
  • "As it turns out your accounting app is great. I love it. It’s simple to use and it’s got everything I need for my consulting business."
  • "I have used your bookkeeping software on a trial basis for two days; and, I must say, that you have created a fine and highly intuitive package. I regard bookkeeping as a nightmare, the more so since I am responsible for a very small enterprise, but after having purchased and then entered your system with some trepidation, I was pleasantly surprised to discover that it worked flawlessly. Did I use your tutorial? No, of course not. That would have been far too rational an approach. I guessed at everything, and I was right every time."
  • "Thank you so much for your product and support! We have been printing out your reports at tax time for years. My accountant loves you and tells all small business customers, like us, to use your software (even if they have to buy a Mac to do so.) Thank you so much for helping the little guys! :)"
  • "The newer mileage feature is awesome! We can even put in all our medical information in the account setting that does not deduct from income. It is a very powerful program! Please feel free to use any comments that are helpful."
  • "I love the check boxes BTW- use them all the time."
  • "But overall, this is a really terrific program, I use it all of the time for both my personal budgets and my freelancing. Always works perfectly! THANKS!"
  • "I’m a registered user of TBP and love it!"
  • "Anyway, thanks for the good service over the years while I was in China. My assistants were able to use it to prepare reports for the accountant converting or summarizing in Chinese and keep us in good stead with the local tax officials, and annual auditing firms - plus give me data in English that was useful to me."
  • "You have been very good to me and your customers over the years and I have appreciated all your work."
  • "i like TBP mostly for keeping track of my expenses so i’m not faced with the proverbial shoebox full of receipts come tax time! love your product, and many many thanks for your prompt reply! it’s so refreshing to deal with a real person. thanks again,"
  • "It's been a lifesaver for me and my business, and helped us do our accounting work well enough to not keep our accountant on things 24/7. Thank you for doing that, and thanks for allowing updates to be accessed without paying for the new update."
  • "Long time TinyBooks user. I love it."
  • "Love your TinyBooks updates. Every one just makes a good thing better. Thanks for a great application."
  • "Thanks for a great program. It has been serving me well for a few years now. Great value for money!"
  • "I can’t tell you have much time, money and BS I went through before I found Tiny Books. I have told several Mac users about you..."
  • "Ken, you are the best. Love your work, thanks for not making me feel like a dinosaur."
  • "I have always loved the upgrade. Hands down your Tiny Books is easiest to use. For artists it is a snap to understand."
  • "Thank you for being there for me (and for all your other users), it is very comforting indeed."


Last Modified: August 13, 2015


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 Copyright ©2015 by Ken Winograd
 Email: kenbiz [at] winograd [dot] com
 Web: http://www.winograd.com
 Twitter: @KenWinograd, @TinyBooksPro