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Freelance Dashboard

Alex Rivera ยท Freelance Videographer & Content Creator

Total Income
$8,200.00
Total Expenses
$4,500.00
Business Expenses
$3,850.00
Likely Deductible
$1,200.00
Net Profit
$3,700.00

Spending by Category

Monthly Trend

Tax & Freelance Insights

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Tax Deductible
Your Software & Tools spending of $420 (Adobe Creative Cloud, Figma, Notion) is likely fully deductible as a business expense.
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Tax Deductible
Camera Gear purchases totalling $580 (Sony lens, tripod, ND filters) qualify as deductible equipment for your video work.
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Tax Deductible
Your Home Office expenses of $200 (desk, monitor stand, lighting) may be partially deductible โ€” consult your CPA for the home-office percentage.
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Subscriptions
You have 6 recurring charges totalling $147/month โ€” Adobe CC, Dropbox, Notion, YouTube Premium, Spotify, and AWS. Review which are business-only.
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Anomaly
Spending in March was 42% higher than your 3-month average โ€” mostly driven by the Sony lens purchase and a client travel trip.
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Action
You haven't logged any Advertising expenses this quarter. If you're running paid promotions, make sure to upload those receipts before tax time.

Recent Transactions

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Date Description Category Type Amount
Apr 28
Adobe Creative Cloud
Deductible Recurring Business
Software CSV $54.99
Apr 25
Client Payment โ€” Horizon Media
Business
Income CSV +$-2,500.00
Apr 22
Sony FE 85mm f/1.8 Lens
Deductible Business
Gear & Equipment Receipt $498.00
Apr 20
Figma โ€” Professional Plan
Deductible Recurring Business
Software CSV $15.00
Apr 18
Whole Foods Market
Personal
Groceries CSV $87.43
Apr 15
IKEA โ€” Standing Desk
Deductible Business
Home Office Receipt $199.00
Apr 12
Notion โ€” Team Plan
Deductible Recurring Business
Software CSV $16.00
Apr 10
Client Lunch โ€” Rosewood Cafe
Deductible Business
Meals & Entertainment Receipt $63.50
Apr 08
Uber โ€” Airport to Downtown
Deductible Business
Travel CSV $34.20
Apr 05
Amazon โ€” ND Filter Set
Deductible Business
Gear & Equipment CSV $82.00
Apr 02
Dropbox Plus
Deductible Recurring Business
Software CSV $11.99
Mar 30
Starbucks
Personal
Dining CSV $6.75
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Disclaimer: All data shown is fictional and for demonstration purposes only. It does not constitute financial or tax advice.