business · local-first tool
Link Business Transaction Labels to Their Supporting Records
A ledger total is easier to review when the receipt, invoice, or deposit record is findable beside it.
Index transaction labels, record type, date, and secure storage location; never upload or embed the underlying business document.
What changes the result: your record types, date labels, and secure folder names.
Privacy: Calculations run in this browser tab. This tool has no input-upload, account, or AI endpoint. The site may send a page-view signal to Cloudflare; this tool does not add form entries to that signal. A draft is stored only if you choose “Save draft on this device”; that browser storage is not encrypted. Avoid identifiers or sensitive details, and delete saved drafts when finished.
Your entries
The starting rows below are fictional examples. Edit them, replace them with non-sensitive labels and values, or load the sample again. The result is not advice or a source verification.
Amount fields use the same units you enter; the app does not choose a currency. Dates are the ones you provide. Up to 100 rows per run.
Calculated output
What the calculation does
For each item, calculate max(0, target minus available quantity). The total is the sum of those user-defined gaps. A quantity target is not a safety, medical, or purchase recommendation.
Question to keep open: Should a record system optimize for transaction date, source type, or the question that needs to be answered later?
Boundary: The IRS sets record requirements that vary by transaction and circumstance. This index is not a retention schedule, tax record, or substitute for professional advice.
Copy includes the headline, aggregate metrics, and boundary—not the row-by-row input. The CSV contains entries you choose to download. Review it before sharing.