Track income, expenses, and taxes — built for creators and freelancers.
This just shapes which categories we show you first — you can change anything later.
Here's how things are looking
Add some income to see the breakdown.
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| Date | Description | Category | Amount | Receipt |
|---|
Every income and expense entry, in one place
Check 1-time for anything that isn't a normal, ongoing entry — a conference, a single project fee, a one-off brand deal. It keeps trend reports and Insights from mistaking a single unusual entry for a new normal.
| Date | Description | Category | Recur | 1-time | Amount | Receipt |
|---|
Every dollar coming in, by source
Add some income to see the breakdown.
No active subscriptions yet — check "Make this a subscription" when adding income below.
Checking subscription requires a customer name, and creates this same entry automatically every month going forward — you won't need to re-add it. Cancel anytime from the list above.
Check 1-time for a single brand deal, one-off consult, or bonus payout — it keeps that from getting mistaken for reliable recurring revenue.
| Date | Source | Category | Recur | 1-time | Amount | Receipt |
|---|
Everything going out, by category
Add some expenses to see the breakdown.
Check 1-time for a conference, a one-off purchase, or a single project fee — it keeps a single big expense from reading as a new normal in your reports.
| Date | Vendor | Category | Recur | 1-time | Amount | Receipt |
|---|
Organize how income and expenses get grouped, so your reports and P&L stay accurate
Check what's logged here against your real bank or platform statements — catches missed cancellations and anything that fell through the cracks
Enter the total deposits for the month shown on your statement — not the account's ending balance, since that includes money unrelated to this income (other deposits, withdrawals, personal spending). Choose "All income" if everything flows through one account, or a specific platform to check just that stream against its own payout report.
No reconciliations logged yet.
Your business performance, in the language a CPA expects
Due
These are estimates, not tax advice. Set-aside amounts are calculated from a flat rate you enter and don't account for deductions, credits, or your full tax situation. Confirm your actual liability with a CPA or tax professional before relying on these numbers.
| Quarter | Income | Expenses | Profit | Estimate | Paid | Remaining |
|---|
Combined estimated rate: 0% — this is what drives your quarterly set-aside estimate below. State auto-fills from your selection above and is exact for flat-tax and no-tax states, but only a rough guess for states with graduated brackets (your real rate there depends on how much you earn). Always adjust both numbers to match your actual situation, or better, what your CPA tells you.
| Date | Quarter | Note | Amount |
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Your business profile
Download everything — every transaction, category, tax payment, and reconciliation record — as one file. Useful as a backup, for switching tools, or for handing off to a CPA.