Upload Statements
Drop your bank statements here
Works with PDF, CSV, and Excel exports from TD Bank, Bluevine, Chase, Bank of America, and most major banks
📄 PDF
CSV
Excel XLSX
Multiple files at once
Saved Statements
Transactions
Estimated net taxable income
$0.00
income minus all deductible expenses
Tax year
2025
Herbert VonderLinden
Income breakdown
No income recorded yet
Total income$0.00
Deductible expenses
No deductible expenses yet
Total deductions$0.00
Personal expenses
No personal expenses yet
Total personal$0.00
Needs review
Nothing needs review
Total review$0.00
🎰 Gambling Win/Loss
Enter your win/loss statements from each casino or sportsbook
Total Winnings (income)
$0.00
Total Losses
$0.00
Net Taxable Gambling
$0.00
No venues added yet. Click "+ Add venue" to get started.
⚠️
Tax reminderGambling losses are deductible only up to the amount of your winnings. Keep all W-2G forms. Consult your CPA before filing — this section is for organization only.
🚗 Vehicle Mileage Tracker
Total Miles
0
IRS Rate (2025)
$0.70/mi
Deduction Value
$0.00
Log each work trip below. The IRS standard mileage rate for 2025 is $0.70 per mile.
🏠 Home Office Deduction Calculator
If you work from home, you may be able to deduct a portion of your rent/mortgage, utilities, and internet as a business expense. Enter your home details below.
⚠️ The home office deduction requires exclusive and regular business use of the space. Consult your CPA before claiming this deduction.
📄 1099 Income Tracker
Track 1099s from each client or platform. If any single client pays you $600+ in a year, they're required to send you a 1099-NEC.
📅 Quarterly Tax Estimator
Self-employed individuals generally need to pay estimated taxes quarterly. Use this to estimate what you owe each quarter. Always verify with your CPA.
💸 Estimated Payments Made
Record the quarterly estimated tax payments you've actually sent to the IRS and your state.
👤 User profiles
Primary user name
Appears in header and exports
Business name
Shown on all Excel exports
Second user name
For spouse or business partner
📂 Data management
Export all data
Download full Excel workbook
Export CSV
Raw transaction list
Clear all transactions
Permanently removes all data for current user
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Tax Year
Additional Users
🔐 Two-Factor Authentication
Add an extra layer of security to your account. Required for accounts with bank connections.
🆘 Support
Need help? Browse our FAQ or reach out directly — we respond within one business day.
🔒 Your financial data stays on your device — support can never access your transactions.
Auto-categorization Rules
These keywords are matched against transaction descriptions to auto-assign categories.
🏦 Retirement Contributions
2025 Contribution Limits: SEP-IRA up to 25% of net earnings (max $70,000) · Solo 401k up to $23,500 employee + 25% employer · Traditional/Roth IRA up to $7,000 ($8,000 if 50+)
| Account Type | Institution | Date | Amount | Notes |
|---|
💻 Equipment & Assets
Section 179 Deduction: You can deduct the full cost of qualifying business equipment in the year purchased (up to $1,220,000 for 2024). Computers, phones, cameras, tools, and vehicles all qualify if used for business.
| Asset Description | Purchase Date | Cost | Business % | Deductible Amount | Notes |
|---|
☁️ Cloud Backup
Save your data to the cloud and restore it on any device. Requires sign-in.
Client Tracker
Income by Client
Invoice Tracker
Paid
$0.00
0 invoices
Outstanding
$0.00
0 invoices
Overdue
$0.00
0 invoices
Total Billed
$0.00
0 invoices
| Invoice # | Client | Description | Sent | Due | Amount | Status | Notes | |
|---|---|---|---|---|---|---|---|---|
| No invoices yet | ||||||||