How to use MyoBooks
Connect to a bank. Automatically categorizes expenses. Instant federal and state tax estimate.
1. Connect
Open Connections. Connect bank / cards for checking, savings, and credit cards. If you need an account, use Plaid. Connect exchange / brokerage for crypto and investments. Activity comes in from those links.
2. Home
Open Home. This year’s income, expenses, and what’s left — from the books that just came in.
3. Label
Open Label. Say what a charge was for. Split a bill across categories if you need to.
4. Reports
Open Reports. Profit and loss from your books — income, expenses, and net.
5. Tax
Open Tax. Instant federal and state tax estimate — federal, state, and combined.
6. Ask Myo
Open Ask Myo. Ask about your books. Connect any AI you want.
Questions
What entities?
Personal, sole prop, LLC, S-Corp. Tag books so personal and business stay distinct in the same app.
Cash or accrual?
Cash basis. Count the money when it moves.
How do transactions get in?
Connect your banks, credit cards, and crypto exchanges on Connections. Activity comes in from those links.
What is Ask Myo?
The in-app assistant. You connect the AI you want.
When does it launch?
No date yet. Get on the list and we email you from hello@myobooks.com when you can buy it.
What does it cost?
$15 a month, or $149 a year. That is the license, updates, support. Not hosting. Checkout is not live yet. You will buy it on this site.
Where do the books live?
On your computer. We sell the license. We do not keep your ledger.