Simpleplanning - Simple Accounting Software for Windows

User Reviews

• Highly recommend it to anyone, easy to use!

  mtaxserviceAugust 30, 2017

  Pros

  I use it for my small accounting practice and it fits all my bookkeeping needs. It helps with my client self employed tax preparation all the way to Business Bookkeeping needs. I don't have a full time assistance and I feel this spreadsheet saves as much time as an assistant would. Love it!

  Cons

  There still is a limitation of 100 lines of Income/Expense on the P&L sheet but you can add as many items as you like and sort by category to view your totals.

  Summary

  It is the best and simplest accounting solution I have found. I have a certification in Quick books and prefer this spreadsheet any day.

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• Keeps your bookkeeping from overwhelming you

  beth6July 18, 2017

  Pros

  *Simplicity on a daily basis--it's straightforward Excel so keeping entries up-to-date isn't a big deal *Handles what I need; money in, money out without a lot of gee whiz features I don't need * Excellent, prompt customer support every time I've needed it (3 times in 4 years) *Since it's an Excel file, it works on every platform just fine

  Cons

  *sometimes I have wished the file was unlocked so I could add a column or make certain changes, but then I do respect the need for the formula structure to not allow users (like me) to dork with its integrity--that would defeat the entire purpose of having it; some Excel experience is very helpful but not necessary *the invoicing function works but it is UGGGGGLY--another reason I'd like to be able to get in and alter the template. But I don't send many invoices and just do it manually in Word or Pages

  Summary

  Simple, accurate accounting with great support at a very reasonable price--pretty much what it is advertised as!

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• the best software for your business

  Denver limoJune 29, 2017

  Pros

  the best software for your business,very friendly costumer service.

  Cons

  the best software for your business,very friendly costumer service.

  Summary

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• I needed a vehicle to track income and expenses.

  sharonsdecorDecember 4, 2016

  Pros

  Simpleplanning is indeed very simple and easy to use and I don't have to deal with all the unnecessary extras that come with the pricier programs.

  Cons

  So far it has fit the bill.

  Summary

  It is a perfect fit for my small business!

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• Makes it easy to produce P&L reports

  mcciccdnldNovember 3, 2016

  Pros

  I was searching for a program that let me track income and expenses for my freelance business and instead of going with a bloated, have-to-be-updated-every-year program like Quickbooks, I decided to try Simple Accounting. Entering data is easy, creating P&L statements is quick, the learning curve is fairly simple, and the price is right. Plus, when I made an error like clearing entire lines at one time (instead, go into each field and hit delete), the support team stepped right up to the plate and got me the fixed file within a few hours.

  Cons

  This is not a self-contained program -- it's a well-designed Excel spreadsheet. That has advantages (not complicated) but you need to pay attention to the rules, like don't try to delete entire lines because you'll lock yourself out of those fields. But, you can get a fix by sending the file to their support team and they'll take care of it in a jiffy.

  Summary

  If you are comfortable with moving around in spreadsheets but don't know how to create the formulas to generate cross-sheet summaries, this is a great alternative to expensive accounting programs that do more than you'll ever need, if you run your own freelance business.

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• Great Product. Excellent Customer Service,

  TellermanSeptember 21, 2016

  Pros

  I run a small business. I had previously used quickbooks for Mac. However, t was quirky when trying to upload excel spreadsheet and required too much time to to set up templates etc. I started looking around as I needed to file my taxes. I found simple accounting software and downloaded the template. I used the demo and ended up purchasing and It was the best thing that I have ever used. (1) It is simple to use (2) Quick Set up-simply start recording income and expenses, which you can download and import from the excel sheets. (3) Thera are reports such as Top Revenue sources- top expenses etc (4) You can generate a profit/loss statement and send to your accountant. This is all I will ever need to run my small business. Got rid of quickbooks- Also, I needed help with a filter issue and emailed the company to get help. Within 1 hour my problem was resolved. Thanks to Greg H. I would high recommended simple accounting software

  Cons

  There are no cons- Great product

  Summary

  I have never written a review before. But would state again that this is a great program to run any small business. Highly recommend this to anyone

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• Fills my small-business accounting needs & a good price

  theodora47August 1, 2016

  Pros

  The built-in functions provided by simpleplanning.net permit very quick entry and future changing of the basic details of transactions, and automatically they show key monthly performance statistics and charts. I added two worksheets, so as not to disturb the built-in ones, and used my worksheets as the foundations for highly useful Excel Pivot Tables where you can isolate specific sub-sets of expenses or revenues. This is very attractive flexibility. Being Excel-based you have great flexibility in loading data from text files. Also, the price is "right" compared to the high-powered accounting software.

  Cons

  The instructions and the demo file should come with illustrations of the extension to incorporating Pivot Tables, as I have done. This is a "con" only in the sense that if you do not know about Pivot Tables you will lose out on some awesome power that "Simple Accounting 2016" places into your hands.

  Summary

  Excellent value for a small business that needs only the basics in accounting software, with great flexibility to load data from text files and modify features, being Excel-based.

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• Customer service SUCKS!!!

  harsterJuly 28, 2016

  Pros

  It is fairly easy to understand how to use this program IF you have a clue about Excel. I never used Excel before. Not too tricky, but a learning experience.

  Cons

  Data I entered in the trial version was not saved when I purchased the product. I had to enter it all over again. Who ever heard of that? I DIDN'T GET A RECEIPT. Who ever heard of that? I NEVER purchased a program without receiving a receipt. When I sent an angry email (didn't call anyone names, didn't insult anyone, just said "send a receipt, damnit") the support rep simply said "It looks like our program won't meet your needs so I've gone ahead and refunded your payment." Greg made no attempt WHATSOEVER to answer my questions, and he denied his employer a sale. I just sent an email to what is hopefully an administrative contact at Simple Planning. HOPEFULLY they will respond with some support.

  Summary

  I'll update this and let you know if they give a hoot or if they are just too sensitive to handle a little justifiable anger over a program and company that defies NORMAL expectations.

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• Great product and customer service!

  JEOPTOMay 27, 2016

  Pros

  easy to use great customer service data back-up

  Cons

  nothing so far!

  Summary

  Perfect for our elementary school's PTO. Greg H was very helpful when I had an issue with the fiscal year. Would recommend!

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• User friendly and easy of access. Like Microsoft Excel

  khoun752February 27, 2016

  Pros

  Very simple Can be used simultaneously by users working in Microsoft Excel Web app or shared workbook Image receipts or documents can be added to each transaction

  Cons

  Needs premium for multiple users limited to 5

  Summary

  Great and cheap program

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