Feature
The financial dashboard built for the self-employed
Open the app, see exactly where you stand. Income, expenses, net profit, tax owed — calmly arranged, never noisy.
Most accounting tools were designed for accountants. They put twenty modules in a left sidebar and a thousand toggles in each one. For a freelancer or one-person business, the actual question is much simpler: where am I, financially, right now?
RevTrackr’s dashboard is built around that question. One screen, the numbers that matter, updating live as you log income and expenses through the day.
What you see at a glance
- Income, expenses and net for the current period — month, quarter or year — with a comparison to the previous period.
- Estimated tax owed for the current quarter, updating in real time as you log transactions. No surprises in April.
- Cash runway — at your current burn rate, how long your accumulated profit lasts.
- Upcoming deadlines — next estimated tax payment, state filings, anything you set yourself.
Built for actually using, not just looking at
Every widget is one click away from the data behind it. Click a category in the expense breakdown to see every transaction in it. Click net profit to see the calculation. The dashboard is a starting point, not a wallpaper.
Switching businesses, not workspaces
If you run more than one business, a dropdown switches the entire dashboard to that business’s books. Income, expenses, tax estimate — all scoped to the business you’re looking at. An “all businesses” view rolls everything up for personal tax planning.
Designed for the moment between things
Open the app in the cab. Check the figure between client calls. Make a decision on whether you can afford that piece of equipment without opening a spreadsheet. The dashboard is the thirty-second answer to “how’s the business doing” — for the person who doesn’t want to think about it for any longer than that.
Related features
- Self-employed tax estimator: never get surprised in AprilReal-time quarterly and annual tax estimates. Federal, SE tax and state, with safe-harbor math.
- Income and expense tracking for freelancersFast transaction entry, smart categorization, instant filtering and Schedule C-ready exports.
- Run multiple businesses from a single bookkeeping accountSeparate books per business, rolled up under one account. Designed for portfolio freelancers.