Your spreadsheet, minus the formulas.
If you can keep a sheet in Excel, you can use PrimerLedger. Here is what changes, what stays the same, and how to start without retyping the past.
Everything your spreadsheet did. Minus the formulas.
The same month of a fictional café, twice: once the way it lives in Excel today, once in PrimerLedger.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Customer | Amount | Paid | Notes |
| 2 | Malaya Events | 18480 | 18480 | |
| 3 | Bayanihan Print | 12350 | 5000 | bal 7350? |
| 4 | Himig Music | 6720 | ||
| 5 | Sampaguita Dental | 9860.5 | 9860.50 | |
| 6 | Himig Music | 6720 | ||
| 7 | Lakbay Travel | 4215 | #REF! | |
| 8 | BALANCE | 18,635.00 | typed by hand |
| Invoice | Customer | Total | Balance | Status |
|---|---|---|---|---|
| INV-2026-0131 | Malaya Events Co. | ₱18,480.00 | ₱0.00 | Paid |
| INV-2026-0132 | Bayanihan Print Studio | ₱12,350.00 | ₱7,350.00 | Partial |
| INV-2026-0133 | Himig Music School | ₱6,720.00 | ₱6,720.00 | Overdue |
| INV-2026-0134 | Sampaguita Dental Clinic | ₱9,860.50 | ₱0.00 | Paid |
| INV-2026-0135 | Lakbay Travel Desk | ₱4,215.00 | ₱4,215.00 | Unpaid |
You can export everything back to Excel any time.
What changes
The parts of a spreadsheet that go wrong stop being your job.
| In Excel | In PrimerLedger |
|---|---|
| Totals | Computed for you, the same way every time. No formula to drag down, nothing to break. |
| Balances | Each payment updates what the customer still owes, and the status: Unpaid, Partial, Paid, Overdue. |
| Duplicates | Record the same supplier bill twice and PrimerLedger asks before saving. |
| Numbering | INV-2026-0001, then 0002. No skipped or repeated numbers. |
| Who changed what | Every change has a name and a time, instead of "who edited the file?" |
| One copy | Everyone works in the same books. No "final_v3 (2).xlsx". |
What stays the same
| Rows and columns | Lists look like the sheets you know: filter, sort, choose the columns. |
|---|---|
| Your categories | Keep the categories and item names you already use. |
| Your prefix | Use the invoice prefix you are used to, like INV or SI, with yearly or continuous numbering. |
| Excel itself | Export any list or report to XLSX whenever you, or your accountant, want a spreadsheet. |
Start in one evening.
Four steps. Most small businesses finish the first two before dinner.
- 1
Set up your company
Name, TIN, address and logo. Pick a starter catalog for retail, services or food, or start empty.
- 2
Start with this month
Enter this month’s invoices and expenses as they happen. There is no need to retype years of history.
- 3
Add what is still open
Invoices customers have not fully paid yet, and bills you still owe, so balances and aging are right from day one.
- 4
Keep the old file
Your spreadsheet stays as the archive of past years. From now on, the new numbers live in PrimerLedger.
And back to Excel in one click.
The ledger exports to XLSX with formatted pesos and a totals row, and CSV or PDF when you need them. Your data is never locked in.
Bring this month over tonight.
Three months free. By the end of the first week, you'll know exactly where your money went.