FAQs

How to contact us?

Email us at matt@thebooks.tax

My transactions are not showing up. What do I do?

It may take up to two minutes for historical transactions to show in TheBooks. Try waiting a couple minutes and then refresh the page. By default, we request 2 years of historical data when you initially link an account. However, certain financial institutions (e.g., Capital One) only give access to several months of data.

Can I add more categories?

Not at this time. The app was designed to include the minimum number of categories necessary to prepare a tax report. Please message me if you have additional category suggestions.

What if I have multiple businesses that each need their own reports?

Create a workspace for each business.

Can I import missing transactions?

Not yet, but this feature is coming.

How do I submit a feature request?

Email matt@thebooks.tax. I'm actively looking to improve functionality.

Something is broken. What do I do?

Message me! I would love the opportunity to fix the issue.