PersonalOverview
Spending by category
50/30/20 this month
Recent transactions
Monthly checklist
▸
PersonalSpending
Personal income and expenses
DateDescriptionCategoryTypeAmount
PersonalBudgeting
50/30/20 planner and large purchases
Income & period
—
Split percentages — must add up to 100%
Month-by-month
PersonalWealth
Personal and joint accounts
Distribution
Accounts
Liquid vs locked
Sole TraderOverview
Tax Year —
Net position Tax year to date
Recent transactions
Sole TraderIncome & Expenses
All sole trader transactions
🚗 Mileage log
DateDescriptionPurposeMilesFuelDeduction
DateDescriptionCategoryTypeAmountAllocated
Sole TraderTax Summary
UK self-assessment estimate including employment income
Sole trader computation
This view calculates sole trader tax in isolation. Use the Combined tab for your real self-assessment figure including employment income.
⚠ Estimate only. Not financial, tax, or legal advice. Consult an accountant before filing.
Sole TraderWealth
Business accounts and pots
Distribution
Business accounts
Liquid vs locked
Tax Benefits & Allowances
UK 2024–25. Tick items as you review them.
Your profile
Settings
Categories, budgets, and data management
Personal income categories
Personal expense categories Limit · Period · Bucket
Category Limit (£) Period Bucket
Sole trader expense categories
Sole trader income categories
Onboarding & setup
Rerun the onboarding experience without deleting your transactions, categories, or financial data.
Data management
Add entry
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Finfolk
Step 1 of 7
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