Bookkeeping for pool service routes, straight from a bank CSV

A new worked page for pool route owners: 11 of 12 lines in a synthetic November get an account with no rules taught.

Tools and projects · 1 min read · Source
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A pool route owner is paid through route software such as Skimmer and Poolbrain, plus the odd Zelle from a customer, and spends on chemicals from Leslie's and SCP Pool Corp, fuel, a helper and insurance. A generic categoriser files a chlorine order nowhere useful.

The AI Bookkeeper now has a pool service page with a made-up November: $4,255.00 in, $2,505.65 of costs, $1,749.35 before a $1,000 owner draw.

What changed. A new rule block files route-software payouts and customer Zelles as sales, pool distributors as supplies, route software as software and CPO certification as a licence. A warehouse-club run stays blank on purpose.

Caveat. The rules come from public company names, not from a real route's export, and the example is synthetic. Check the suggestions.

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