Frequently asked questions

Most common

Downloading and installing


Categories and payees

Cash, credit and other accounts



Importing transactions


Account and transfers management



How can Boonzi help me organizing the IRS for the next year?

Since all transactions in all bank accounts are registered in Boonzi, with some simple steps it's easy to filter and locate deductable expenses to fill in your tax declaration. Below, we explain how you can locate these expenses.
  1. Open the transactions section (or press Ctrl+Shift+T)
  2. On the top, in the blue area, change the filter of the Period to Previous year.
  3. Change the filter Show to Expenses
  4. Change the filter Group by to Category
  5. Now, using the Search tool, below on the left, write the name of the deductable category that you wish to consult. Boonzi will show only the searched category, and, on it's heading, the sum of all expenses on that category.
There are other ways to achieve the same result. For example, consulting some of the reports, filtered by the previous year.

Attach invoices

Make sure you keep the invoices to make proof of your expenses. To simplify the process of organizing your invoices, you can scan them and attach them to each transaction. See here how to attach invoices to transactions.
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Thought out in detail

A license for the whole family

There is no limit to the number of profiles per license and you can install Boonzi on up to three computers.

Confidential and secure

Your information is securely recorded in your own computer, with powerful optional password protection.

Compatible with Windows and Mac

Boonzi runs on Windows 8, 7, Vista, Server and XP and MacOS X v10.6, v10.7 and v10.8.

Satisfaction guarantee

If you are not fully satisfied in the first 15 days, we will return your full payment (minus a 4% service fee).

Multi-language and multi-currency

Boonzi is in English and Portuguese and works with all of the world’s main currencies, calculating exchange rates automatically.

Automatic updates included

All updates are included during one year. Boonzi will automatically check for these and download them to your computer.