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Your plan travels with your account, not with this computer. Sign in anywhere and your books and your plan come with you.
Add a book to this plan, or move up a tier. Either takes effect immediately.
Your tickets, and the answers to them, in the app and on your account page at neocapital.app.
Help centre on neocapital.app
No tickets yet. Tell us what is going on and we will answer here and by email.
These are the same tickets your account page on neocapital.app shows — answer in either place.
You are not signed in to a Neo-Capital account on this computer, so this goes in as an email ticket: the reply comes to that address, and it will not appear in the list here. Sign in and your tickets follow you.
This ticket is marked resolved. Replying opens it again.
Reports carry your app version, OS and license ID, never your books. Error details are scrubbed (names, amounts and text redacted) before sending.
One .neobooks file holding this whole business. Send it to your accountant, move it to another computer, or keep a copy you can come back to.
.neobooks
Packages Lumen Studio: every account, transaction, journal entry, customer, invoice and bill, plus uploaded documents, into one file. It downloads to your computer.
Import it as a new business, or replace an existing one with a returned copy. Its current books are saved first, so it is undoable.
This overwrites that business's books with the imported file. A copy of its current books is saved first.
A saved copy of your books you can go back to. Take one before an import, a merge, or anything else that changes a lot of records at once.
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Slice one transaction into multiple categorized lines: e.g. a $400 Costco run becomes $250 office supplies + $150 personal groceries. Just type the amounts. Each line goes the same direction as the original, so an expense stays an expense. Use a minus only for a line that runs the other way, like a fee inside a deposit. Each split shows up as its own line in your P&L.
One-click year-end ZIP for your CPA. Includes:
You'll choose where to save the ZIP when you click Build. A copy is also kept with your backups.
Save a snapshot, run automatic backups, or restore. Your manual backups are never auto-deleted.
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Restoring replaces your current data. A safety snapshot is saved first, so you can undo. Use Load from a file… for a backup saved elsewhere.
Turn parts of Neo-Capital on and off. Anything you switch off leaves the sidebar, the menus, and every other place the app offers it: dashboards, the Report Center, exports, the cleanup checklist. Your records and reports are never touched, a figure with a real balance behind it still shows, and the pages stay reachable from Search. Turn it back on here whenever.
Setup switched these on from your industry. Turn off anything you do not do.
Sales & customers
Purchases & vendors
Products, stock & assets
Work you track
Money & planning
Tax
Tools & communication
Preferences
Update your business info. Changes take effect immediately.
Your logo and accent color appear on every PDF you export: invoices, statements, and reports.
No owners yet. Add them so a draw can say whose it is.
Where Neo-Capital keeps its database. This is the whole app: every business on this computer lives here. Changes take effect when you restart.
/data
Locked by the NEO_CAPITAL_DATA_DIR environment variable. Change it there, not here.
NEO_CAPITAL_DATA_DIR
Pick your colors. The app updates live as you choose, and changes save automatically.
First, who are you? Your name goes on the invoices, 1099s and reports you send out.
This is the big one. It decides your categorization rules, your Schedule C activity code, and which tools we turn on. Pick the closest match; everything stays editable later.
Pick the closest match. It decides how your books are set up. Nothing here is permanent.
No match. Try a broader word, or pick “Other services” under Something else.
We have answered these from your industry. Change any that don't fit. Everything here is reversible from What you use later.
This decides whether your books carry receivables, payables, or neither.
Each of these adds a section to the program. Anything you turn off you can turn back on any time.
This decides which return your books are built around, and whether you owe self-employment tax. Not sure? Most solo owners are a sole proprietorship.
These appear on your invoices, statements and tax forms.
Which month your financial year begins, usually January, and usually the same as your income-tax year. You'll pick the date your books start in this program on the next step.
This drives your tax figures. Your management reports can be read either way from a toggle on each report.
The date this program starts from, not the shape of your fiscal year, which you set on the previous step. You'll enter opening balances as of this date.
Your logo and accent color appear on invoices, statements and PDF reports. The theme and chart style are how the program looks to you.
Here's how we'll set your books up. Anything here is changeable later in Business settings.
The standard accounting shortcuts, on Ctrl+Alt — a browser keeps the plain Ctrl chords for itself.
You have changes here that have not been saved. Nothing is recorded in your books until you save.
Adds a bank or credit card account: the two kinds that hold statements you can import. For any other type (income, expense, asset, liability, equity), add it in the Chart of Accounts.
A reporting dimension (location, department, segment) that slices your P&L. Rename or retire them on Chart of Accounts → Classes.
Tracks this charge as it repeats: each new one is matched to it when it lands, and you are told if it changes price or stops. Nothing is posted, and this transaction is not categorised by it.
When the bill or invoice falls due, and any early-pay discount. Manage them all from the Lists button on Customers or Vendors.
This takes you back to your account on neocapital.app. Your books stay saved with your subscription and open right where you left off.
Ask me anything about this book.
A fact is something the assistant should always treat as true about this business, on every chat. One idea per fact reads best. Your saved facts are listed on the left.
This is added to your existing Neo-Capital subscription: same card, same renewal date, one invoice. The difference for the rest of this month is charged now, pro-rated. Cancel it any time from your account.
One-time credit packs: no plan change, no renewal, never expire.
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Registers, reconciliation and reports need the room, so the full books are meant for a laptop or desktop. On a phone, use Neo-Capital Mobile.