Bank statement import
Drop in your bank’s CSV. No retyping.
- Date, description and amount columns found for you
- Commas or semicolons, one amount or debit and credit
- Read on your device, never uploaded
- Works offlineNo account or sign-in
- Records stay on your deviceNothing is uploaded
- Any modern browserChrome, Edge, Safari or Firefox
- Backup and restoreMove to a new device any time
Self-Employed Bookkeeping & Tax Planner
For freelancers and 1099 workers: import your bank CSV, sort it with your own rules, log mileage and plan quarterly tax. No formulas, no subscription.
- Dashboard
- Income tracker
- Expense tracker
- Receipt photos
- Bank CSV import
- 11 more tools
$29.99One-time purchase
No subscription. Pay once and keep it.
Checkout by Paddle. Tax is added where it applies, and you download straight after paying.
- 2.0 MB zip
- PDF guide
- Sample data
Made for Freelancers, independent contractors, 1099 workers and side hustlers in the US — one person filing Schedule C — who keep their books in a spreadsheet or a shoebox today and want income, expenses, mileage and quarterly tax in one place
What Self-Employed Bookkeeping does
A bookkeeping spreadsheet alternative and expense tracker for the self-employed: income by client with 1099 checks, expenses in Schedule C categories with receipt photos, bank and card CSV import sorted by your own rules with duplicates caught, a mileage log, the home office deduction, a quarterly estimated tax planner with the working shown, profit and loss, and a year-end summary for your accountant — offline, no formulas to break. Estimates for planning; confirm with a tax professional.
Bookkeeping dashboard
Four charts on how your year is going
- Income against expenses, month by month
- Where the money goes, by category
- Estimated tax against what you paid, and who pays you
Categorisation rules
“Contains ADOBE” goes to Software. Every month.
- Your rules sort the lines; you review the rest
- Lines already imported are skipped
- Possible duplicates of hand entries held for you
Expense tracker
Schedule C categories, receipts attached
- Meals counted at 50% automatically
- Phone and internet at your business-use %
- A receipt photo or note on every expense
Quarterly estimated tax
What to set aside, with the working shown
- Self-employment tax: 15.3% on 92.35% of profit
- Your own set-aside % on top
- Due dates Apr 15, Jun 15, Sep 15, Jan 15, payments logged
For your accountant
A year-end summary, not a shoebox
- Totals by Schedule C line and category
- Income by payer, checked against each 1099
- Mileage, home office and every tax payment
16 tools in one app
For freelancers, contractors, 1099 workers and side hustles: the income tracker, expense tracker, mileage log and quarterly tax sheet a bookkeeping spreadsheet promises, plus bank CSV import, rules and a year-end summary, without the formulas.
- DashboardFour charts, then what to do next
- Income trackerBy client, form and account
- Expense trackerSchedule C categories
- Receipt photosKept on your device
- Bank CSV importColumns found for you
- Your own rulesContains ADOBE → Software
- Duplicate checkOverlaps and hand entries
- Review queueSort a month in minutes
- Mileage logStandard rate for each year
- Home officeSimplified method, worked out
- Quarterly tax plannerWith the working shown
- Tax payment logIRS and state, by period
- 1099 checkForm against your records
- Profit and lossMonth, quarter or year
- Year-end summaryPrintable, for your accountant
- Excel workbookEverything, one file
No formulas to break. No subscription.
A bookkeeping spreadsheet means typing every bank line by hand, guessing what to put aside for tax, and one pasted cell breaking the totals. This reads your bank’s file, sorts it by your rules and works out the quarterly estimate — offline, on your own computer. Estimates for planning; confirm with a tax professional.
- Windows, Mac, iPad, Android
- Dark mode
- Download & unzipGet the file instantly right after checkout and unzip it anywhere: desktop, USB drive or cloud folder.
- Open index.htmlDouble-click to open in Chrome, Edge, Safari or Firefox. It works without internet from then on.
- Make it yoursExplore the sample books, then add your accounts and clients and import last month’s bank statement. Back up with one click.
Before you buy
What it needs, and what it does not do.
Self-Employed Bookkeeping is an offline app from ColadoSystems that runs in your web browser from a folder on your own device. It costs $29.99 once, with no subscription and no account, and includes 16 tools, sample data to explore and a PDF guide. Your records stay on your device and are never uploaded.
- Runs in
- A current version of Chrome, Edge, Safari or Firefox, on a computer, tablet or phone.
- Internet
- Only to download it. After that it works with the Wi-Fi off.
- Your records
- Saved in the browser on this device. They are not encrypted and do not sync between devices, so anyone who can use the device can open them.
- Backups
- Save a backup file from the app whenever you like. Restore it to recover or to move to another device.
- Users
- Made for one person on one device. It is not a shared, multi-user system.
- Download
- A zip file under 3 MB with the app and its PDF guide.
- License
- For your own business or household. Not for resale. Read the license
Questions
Something else? Email us and we'll answer before you buy.
Where is my data stored? Is it private?
Everything is saved inside your browser on this device. Nothing is uploaded and there is no account, so no company holds a copy of your books. They are not encrypted, though: anyone who can use this device and browser can open them, so keep the device locked. Download a backup regularly (Settings → Data & backup → Back up now) and keep it somewhere as safe as the records themselves.
Does it work without internet?
Yes. Open index.html and it runs fully offline. You can also host the folder on any website and choose “Install app” in Chrome or Edge to get a desktop or phone icon that works offline.
Can I use it on my phone or iPad?
Yes. The layout adapts to phones and tablets with a bottom navigation bar. Each device keeps its own data, so use Back up / Restore to move records between devices.
How do I start fresh after trying the sample data?
Go to Settings → Data & backup → Erase records. Every sample record is removed, the 21 starting categories are put back, and the sample’s home office, odometer and mileage settings are cleared, so nothing of theirs stays in your books. Your business profile and other settings are kept.
Does it work out my tax or file my return?
No. It keeps your books and gives estimates for planning, with the working shown, so you know roughly what to put aside and pay each quarter. It does not prepare or file a return. Confirm what you owe with a tax professional.
Does it connect to my bank?
No, and it never asks for a bank login. You download a CSV file from your online banking and import it; the file is read on this device and nothing is uploaded.
My bank’s file looks different. Will it import?
Most will. The importer reads commas, semicolons or tabs, finds the heading row (or works without one), and handles one signed amount column, separate money-in and money-out columns, or an amount with a debit/credit column. You see a preview and can change any column before importing, and the layout is remembered for that account.
Can it make invoices?
No. It records income when you are paid, whoever sent the invoice. For quotes, invoices, stock and point of sale, our Small Business Manager is built for that.
Where do the mileage rates and the Social Security wage base come from?
They are pre-filled from the figures the IRS and the Social Security Administration published for each year, marked “check for your year”, and you can change any of them. For a year not yet published, the latest one is carried over and flagged until you enter the new figure.
I also have a job. Does that change the estimate?
It can. On the Estimated tax page, enter the Social Security wages from your job for the year. They use up part of the Social Security wage base, so less of your self-employment profit is charged the 12.4%.
Is it only for the US?
The categories, Schedule C lines, 1099 forms and estimated tax dates are American. You can change the currency and keep your books in it, but the tax planner follows US rules.
Can several people use it at the same time?
No. It is made for one person on one device, and records do not sync between devices. To move to another device, save a backup and restore it there.
Can customers book or pay online through it?
No. It runs offline on your own device, so there is no booking page for customers and it does not take card payments. You record bookings and payments in it yourself, including ones taken by phone, card reader or another website.
Need more than one?
The work & side business bundle has every system in this category for one price.
Work & side business bundle
Job search, freelance books and content planning for people working for themselves.
$59.99for 3 systems, $79.97 if bought one by one
You save $19
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