Finmo

Expense tracking and self-employed tax management is easy with Finmo. Taxes can be handled with confidence with our intelligent tracking software, which lets you automate income and expense categorisation by making bespoke rules. Self-employed professionals can get ongoing support from our accredited accountants for a fraction of the high-street cost.

Your tax bill estimate is updated in real-time and Finmo Rules mean you’ll never miss a claimable expense. Have full confidence that you’ve optimised your taxes and aren’t over-paying.

1. Download the Finmo app

2. Set up an account and track your income and expenses for FREE

3. Choose a plan to file your Self Assessment

Expense tracking with the Finmo app/portal is 100% free. Sole trader tax returns are made simple with our great value Self Assessment plans.

Finmo Features

🟣 Expense & income tracking

Sole trader expense and income tracking can be automated by making rules to automatically tag bank transactions as ‘business’, ‘personal’ or ‘tax relief’.

🟣 Tax bill estimate in real-time

Your tax bill estimate automatically updates and shows how much you owe in real time, so you’re never faced with any nasty surprises.

🟣 Get transaction queries answered by an expert

Not sure how to tag a transaction? Escalate your income or expense query to our accredited accountants, and they’ll get back to you with advice.

🟣 Expense tracking made seamless

Sole trader expense tracking reminders keep you on track, and our Reconcile feature guides you seamlessly through any un-tagged transactions so you can find and tag them with minimal effort.

🟣 Tax return/Self Assessment submission

Follow our simple process to fill out your Self Assessment in our portal, and get it reviewed by an accredited accountant before filing.

🟣 Peace of mind

We operate with bank-level security and are FCA-authorised, so you can view your live bank transactions in our app/portal with full peace of mind.

Download the Finmo app to join the 1,887 self-employed professionals using Finmo to optimise their taxes today. Save time, money and stress, and never keep 100’s of receipts in a shoebox again. Nice.

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Got questions? Feedback? Wondering what the heck a Self Assessment is? Drop us a line and we’d be happy to help – support@finmo.co.uk