Getting started

Set up in about
fifteen minutes.

Royaltally tracks what your books earn and what you owe the people you pay. Here's the whole setup — a few account choices, then six short steps from an empty account to your first royalty statement.

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How Royaltally is organised

Four ideas, and everything else follows from them.

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Works & editions

A work is a book title. Each work has editions — the formats you sell (ebook, paperback, hardback, audiobook). Earnings are tracked per edition, because formats often carry different royalty rates.

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Royalty holders

The people or companies you pay a share to — co-authors, narrators, estates, agents. You track what's owed; you pay them your own way.

Allocations

A percentage link between a holder and an edition — "Sean gets 50% of the audiobook." Per-edition, so a narrator can earn on audio but not ebook.

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Earnings & reports

Upload the reports your distributors already give you. Royaltally matches each sale to an edition, then works out every holder's share for any period.

First: a few account choices

Set these once under Profile → Currency & exchange rates if they apply to you. None of them change your underlying earnings — only how figures are shown and grouped — so you can revisit any of them later.

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Home currency

USD, GBP, EUR, CAD or AUD. Every statement, report and export shows in this currency; foreign earnings convert automatically, with the originals always kept. Default: USD.

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Financial year

If your royalty year doesn't start in January — say July–June — pick a quarter-aligned start (January, April, July or October). Reports then show fiscal years like FY2025-26, and quarters follow suit (a July start makes Q1 = Jul–Sep). Default: January.

Exchange-rate method

For foreign earnings, choose the live daily rate or a 12-month average — the mean of the rate on the 1st of each month, the convention many publishers use. Override it per import anytime. Default: automatic.

Then: six steps to your first statement

1

Add your works and editions

Add each title, then its editions (ebook, paperback, hardback, audiobook). If a title carries an advance to earn out before royalties are payable, enter it here. Selling collections? Add a box set and link its works with split percentages.

2

Set up your royalty holders

Add the people and companies you pay — name, contact, mailing address (used on PDF statements). You can later invite any holder to a private, read-only portal to see just their own earnings and statements.

3

Create allocations

Link holders to editions with a percentage. Mark a share advance-exempt if it should be paid straight away regardless of whether the work's advance has earned out.

4

Upload your first earnings report

Download a royalty report from your distributor and upload the CSV or XLSX. Royaltally detects the distributor, parses it, and matches earnings to your editions — prompting you to create any missing edition on the spot. Not a built-in distributor? The import wizard maps your columns once and saves a reusable template.

Selling direct? Set the channel up first. On your own storefront you are the seller of record, so the money that reaches you includes the VAT or sales tax you owe, and none of it is yours to share. Go to Channels, tick "Amounts include VAT" on that channel and set the rate. Royaltally then takes the tax out before it works out anybody's share, and shows the gross, the tax and the net on the statement. Distributor channels need none of this: those platforms are the seller and already report you a net figure.

5

Generate a report or statement

See what's owed to each holder for any period — monthly, quarterly, semi-annual, annual or lifetime. The engine applies each rate, recoups unearned advances, factors in adjustments and subtracts prior payments. Download a PDF statement or export CSV. If you set a fiscal year, periods follow it automatically.

6

Record payments

When you pay a holder, record it so future reports reflect it — "net owed" updates automatically.

Setup decisions, answered

Leave it on January (calendar year) unless your royalty accounting runs on a different year. If it runs, say, July–June, set "Financial year starts in" to July: your Reports year picker then lists fiscal years ("FY2025-26"), and an annual statement reads "FY2025-26 (Jul 2025 – Jun 2026)". Phase one supports quarter-aligned starts — January, April, July or October — which covers almost every publisher. It only changes labelling and grouping, never your earnings data, so you can switch back anytime.
An advance is money paid to an author up front against future royalties; Royaltally holds royalties back until the advance has earned out, then pays the rest. Mark a specific holder's allocation advance-exempt when their share should be paid immediately regardless — common for a narrator or contributor who isn't part of the advance arrangement.
A work is the title; an edition is a format of it (ebook, paperback, hardback, audiobook) and is where earnings and rates live. A box set is a separate product that bundles several works — you link the constituent works with split percentages, and Royaltally divides box-set earnings back to them.
You can still import it. If Royaltally doesn't recognise a file, the import wizard lets you map its columns — title, units, amount, period, channel, currency — to Royaltally's fields, and saves the mapping as a template so the next report from that distributor imports in one click. "Supported" really means "any spreadsheet-shaped report."

More questions? See the full FAQ or get in touch.

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