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Accounting Checklist

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A personal monthly bookkeeping checklist, backed by Google Drive.

Recurring monthly checklists with configurable defaults, printable summaries, and file uploads — all stored in your own Drive. No shared database, no third party storing your numbers.

Checklists for recurring processes

Set up as many recurring monthly checklists as you need — each with its own steps, fields, and file uploads. Switch between them with a tab.

Month by month

Jump to any month with the picker. Configure defaults once and they pre-fill every upcoming month automatically.

Backed by your Google Drive

No database — every value, uploaded file, and generated summary lives in a folder in your own Drive, organized by checklist and month.

Printable monthly summary

One click generates a Google Doc summary per month — checklist status, field values, and a totals section — ready to print or download as PDF.

Screenshots coming soon — this is a single-user personal tool, gated behind Google sign-in.