Solopreneur Expense Tracking: Business and Personal Finances in One Place

• One place for both lives, because the money often flows through the same accounts.
• A clear business/personal split, for taxes and for knowing your real profit.
• Income by client or product.
• Fast logging, because you're the salesperson, the delivery team and the accountant.
• Clean exports for your accountant.

With POQT, everything happens in WhatsApp. Tag business items; leave personal ones untagged:

"Received $3,200 from Client B"
"Notion $10, business"
"coworking day pass $25, business"
"groceries 76"

Voice notes and receipt photos work too. At the end of the month:

"How much did I earn this month?"
"How much did I spend on business this month?"

Set budgets for business categories that tend to grow quietly:

"Set a $200 budget for software"
"Set a $300 budget for marketing"

POQT warns you when one reaches 80%.

Set aside a share of every payment and track it as a savings goal, so the money is there when estimated taxes are due:

"I want to save $9,000 for taxes this year"
"Saved $800 for taxes"

Set reminders for your tax deadlines too: "Remind me to pay estimated taxes on January 15".

"Export my business expenses for this year in Excel"

You can also export from the web dashboard in Excel, CSV or PDF. Send it to your accountant with your receipts.

If you hire employees, need invoicing and inventory, or your accountant asks for double-entry books, it's time for accounting software. Many solopreneurs never reach that point, and don't need to pay for it until they do.

Start POQT's 7-day free trial at poqt.cloud, tap Open WhatsApp on the confirmation page, and log today's business expense.

• Freelancer expense tracking on WhatsApp
• Tax expense categories for freelancers
• Side hustle expense tracking