Reports, budgets and banking
Reports, budgets, cash forecast, bank feed, pay runs, checks, 1099s and accounting apps.
Read your reportsWhat each tab on the Reports page shows, and how to change the dates, tag and department.Download a report as a spreadsheetSave any report as a CSV file that opens in Excel, Numbers or Google Sheets, with the dates and filters you picked.See which unpaid bills are getting oldThe Unpaid bills aging report groups everything you owe by how late it is, vendor by vendor.Track 1099 contractors and W-9sMark the contractors you pay, keep their W-9s on file, and see each January who needs a 1099 and what's missing.Set monthly budgets and get alertsGive a category a monthly limit, watch how much is left as the month goes on, and get told at 80% and when it goes over.Use the cash forecastSee your bank balance day by day for the next 30, 60 or 90 days, and spot a shortfall before it happens.Connect your bank accountLink your bank or credit card through Plaid so its transactions come into Plainstamp on their own.Match bank lines in the bank feedReview the transactions your bank sends in, match each one to what's already in Plainstamp, add it as a new transaction, or ignore it.Pay several bills at once with a pay runPick the bills that are due, pay them all in one go, and print every check with numbers in order.Print checksPrint a check for one bill or every check in a pay run, on standard check-on-top voucher paper.Set up check printingAdd your address, set the next check number, and nudge the printing until it lines up with your check paper.Connect QuickBooks or XeroSend approved bills, bill payments and transactions to QuickBooks Online or Xero automatically, so nobody types them in twice.Fix a connection that needs attentionWhat the red messages on the Connections page mean for QuickBooks, Xero and your bank, and how to fix each one.Export your dataDownload every transaction or bill as a spreadsheet, or download everything in your workspace in one zip file.Get a monthly summary by emailOn the 1st of each month, owners, admins and accountants can get an email with last month's money in and out, top spending and anything overdue.Why can't I see Reports, Budgets or the Bank feed?Which roles and plans include each money page, and what to do when one is missing or shows an upgrade note.