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Sample freelancer. Example data, not a real person or account. Try anything; nothing is saved.

Monthly check-in

Confirm your month

Go month by month: which deposits were client income, and which purchases were business costs. Your estimate and your year-end records are built from these answers.

April check-in

1 item to confirm in April

Confirm what was client income and what was a business cost. A few minutes a month keeps your records ready for tax time.

Business income
$3,970
Deductible expenses
$218
To set aside
$940
Moved to savings
$1,640

Your numbers are your numbers. You confirm every deposit and expense here, and you're responsible for their accuracy; Setaside organizes what you confirm and doesn't verify it.

Spending

1 charge to categorise

Every business cost you confirm lowers what you owe. Anything personal, or moving between your own accounts, should be left out.

Riverside Print Co

SQ *RIVERSIDE PRINT CO

Apr 11

$85

We're not sure what this is. Pick a category if it was a business cost.

Nothing is permanent. You can change any of these later.

Your numbers are your numbers. You confirm every deposit and expense here, and you're responsible for their accuracy; Setaside organizes what you confirm and doesn't verify it.

Demo · Check-in · Setaside