What it does
- One list for every payment in or out, with categories you can rename.
- Monthly summary for the tax months (6th to 5th).
- Dashboard with money in, money out, profit and a chart.
- A put-aside-for-tax figure from a percentage you choose.
Made for
Side hustles, small sellers, crafters, tutors and new sole traders who want simple records.
Not the right fit for
Anyone who wants their tax and National Insurance worked out — see our trade workbooks.
Does it work out my tax?
No. It keeps your records and gives a rule-of-thumb put-aside figure. Our trade workbooks estimate tax and NI.
Do I need Microsoft Excel?
No. It works in free Google Sheets too.
Is it a subscription?
No. Pay once and the file is yours to keep.
The SmartSaver promise
Instant download, yours to keep — no subscription. If a file is faulty or not as described, email team@getsmartsaver.co.uk within 30 days for a replacement or a refund. Lost your download link? We re-send it free.
A record-keeping tool, not tax advice.










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