Self Employed: Income & Tax3.0.6

version 3.0.6

Version History Recurring Charges, Reimagined

Each charge now appears as its own card with its category and memo, matching your checkbook
Set any day of the month, 1 through 31
Payee suggestions pull from your past transactions as you type
Save quick $0.00 charges for bills whose amount changes each month
Make any checkbook transaction recurring in one tap, straight from its menu
Recurring charges now record on their scheduled day of the month instead of today's date
New Difference Total on the checkbook header shows your net (income minus expenses) for any filtered date range

Estimated Tax Basis

Choose, per business, whether a paystub counts toward a tax quarter by its pay date or its pay-period end date
Includes a plain-language guide explaining both options

Fixes & Reliability

Fixed a rare issue that could create a duplicate entry when saving
Paystub expense import now accounts for offsetting income
Improved contrast on the checkbook search bar 3.0.6 Sep 20 This update includes stability and performance improvements across all devices. 3.0.5 Sep 17 Added support for iOS 27, iPadOS 27, macOS 27, watchOS 27, and visionOS 27. This update also includes stability and performance improvements across all devices. 3.0.4 Sep 15 This version introduces a subscription for new users. If you already own Self Employed, nothing changes — you keep full access, free forever, with no subscription or paywall.

New users can start with a free 7-day trial (monthly, annual, or lifetime options).

Plus minor UI refinements: a cleaner dashboard, simpler recurring-charge controls, and on-page filtering in the spending breakdown. 3.0.3 Sep 12 This update brings powerful improvements to the Checkbook:

Spending Breakdown — See exactly where your money goes with a new visual breakdown of income and expenses by category, with a chart and detailed totals.
Smart Filters — Filter transactions by category and by amount, including "around," "over," "under," and exact matches, so you can find any transaction fast.
Linked Transactions — When you copy a transaction to another account, the two stay linked. Edit or delete one and update the other with a single tap.
Copy in Edit Mode — Copy an existing transaction to another account even after it's saved, not just when creating it.
Duplicate a Transaction — Quickly reuse a past transaction as a starting point for a new one.
Improved Recurring Charges — Add saved charges to your checkbook with a single tap, with clearer controls for editing and removing them.

Plus bug fixes and refinements throughout. 3.0.2 Sep 5 NEW FEATURES
- Live GPS Mileage Tracking — record your route in real time as you drive, with manual entry still available. Works from the app, Apple Watch, and CarPlay.
- Recurring Charges — set up weekly, monthly, or quarterly checkbook charges and get prompted when they're due.
- Category Templates — save your checkbook categories and reuse them in new accounts with one tap.
- Multi-Select Editing — bulk delete or edit checkbook transactions at once.
- Auto Backup — automatic daily, weekly, or monthly backups, plus export and import.
- Contractor Photos & Contacts — add photos and link contractors to your address book.
- Pay Stub Deductions from Checkbook — pull pre-tax deductions straight from your transactions by date range.
- Enhanced Calculator — percentages, history tape, copy results, and quick tax-rate presets.

IMPROVEMENTS
- Apple Watch & CarPlay live mileage distance.
- Stronger data protection, smarter iCloud sync, and improved tax-document accuracy.
- Faster launches and numerous stability improvements across all platforms.
- Fixed a variety of bugs to make everything smoother and more reliable.
- Liquid Glass enhancements for the UI 3.0.1 Sep 1 A complete redesign, powerful new features, and major platform expansion.

VISUAL REDESIGN
• A New Look — Cards across every section now feature a clean accent bar system, color-coded by type. PDFs have been redesigned to match. Same app you know, finally looking the part.

NEW FEATURES
• Pay Contractors — Track all contractor payments in one place. Log simple payments or detailed line-item invoices with YTD totals and checkbook push support.
• 1099-NEC Generator — Generate FIRE files, recipient Copy B PDFs, and filing instruction documents directly from your contractor payment records.
• Service Fee Calculator — Calculate your net earnings after service fees. Save multiple fee profiles and get an instant breakdown of what you actually keep.
• Payment Processor Calculator — See exactly what you net after processor fees with a full cost breakdown.
• Checkbook Calculator — A floating calculator built right into the checkbook. Drag it anywhere, dismiss when done.
• Quoted search terms now find exact matches in checkbook.

IMPROVEMENTS
• Report Problems & Request Features — Submit bug reports and feature requests directly from Business Tools & Settings.

PLATFORM EXPANSION
• CarPlay — Start, stop, and cancel mileage trips from your car's display.
• Apple Watch — Track mileage from your wrist. Trips sync to iPhone, iPad, Mac, and Vision Pro automatically.
• Apple Vision Pro — Self Employed is now natively built for visionOS with optimized layouts and full feature support.
• Live Activities — Active mileage trips appear on your lock screen and Dynamic Island with trip type, duration, and start location.
• Siri Shortcuts — Start and stop mileage trips hands-free with your voice.

BUG FIXES & MAINTENANCE
• Various bug fixes, performance improvements, and stability updates across the app. 3.0.0 Mar 28 • End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out. 2.2.1 Feb 26 • Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation 2.2.0 Jan 2 • Summary Cards now include a dedicated Year-to-Date Business Profit view for clearer financial insight.
• Combined Income now displays a detailed breakdown showing Paystub Income, Owner Distributions, Reimbursements, and Tips for complete transparency.
• New Business Profit section in both YTD and Reports shows your Gross Income minus Expenses, giving you a clear view of your business's profitability.
• YTD and Reports PDF exports now include the new layout with Business Income, detailed Combined Income breakdown, and Business Profit calculations. 2.1.10 12/17/2025 • Fixed an issue with the Paystub View PDF sometimes not rendering correctly. 2.1.9 12/10/2025 • Multi-Business Support: Manage multiple businesses with quick switching between accounts.
• iOS 26 Compatibility: Updated for iOS 26 with Liquid Glass styling and refreshed system components.
• Multiple Pay Stubs Per Day: Create multiple pay stubs on the same day without overwriting previous entries.
• Service Quantities: Services now support quantity selection for more accurate tracking.
• Enhanced Reminders: Added quarterly and year-end tax reminders.
• Bug Fixes: Improved stability and performance. 2.1.8 11/26/2025 • Performance optimizations and stability improvements
• Enhanced app reliability across all features 2.1.7 07/30/2025 • UI improvements in previous years view 2.1.6 07/29/2025 • UI improvements for a smoother user experience
• Products and Services are now sorted alphabetically by default
• New Paystub Detail View with enhanced information display
• Coming soon: our macOS app – stay tuned! 2.1.5 07/28/2025 • Fixed sync delay for deleted tips across devices
• Added report filter: pay period vs. pay date
• Weekly mileage sorting now run Monday–Sunday 2.1.4 07/23/2025 Services Management
• New Services Tab - Create comprehensive services under the Products section
• Product Integration - Attach multiple products to services for automatic total cost calculation
• Service Pricing - Get instant pricing for bundled service offerings

Enhanced Wake-from-Sleep
• Auto-refresh Technology - Automatically fetches latest data when resuming from suspended state
• Fresh Data Guarantee - Ensures your view is always current when opening the app
• Seamless Transitions - Smooth experience when switching back to active use

Smart Reminders
• End-of-Year Notifications - Timely popup reminders for year-end tasks
• Proactive Alerts - Stay on top of important deadlines and requirements

Enhanced Pay Stub Management
• Full Edit Flexibility - Modify existing pay stubs with complete control
• Comprehensive Updates - Change amounts, tax rates, and dates after creation
• New Memo Options - Add custom memo fields to pay stubs for better record keeping
• Workflow Integration - Seamless compatibility with your existing processes

Improved Mileage Tracking Experience
• Smooth Animations - Enhanced visual transitions when starting and stopping trips
• Better Visual Feedback - Clear indicators for improved user experience
• Intuitive Interface - Streamlined trip management controls

Transaction Management Upgrades
• Category Assignment - Easily assign existing categories when editing transactions
• Streamlined Selection - Simplified category selection process
• Better Organization - Enhanced structure for your financial data

Checkbook Category Enhancements
• Updated Icons - Fresh new category icons with expanded options
• Visual Organization - More choices for categorizing and organizing expenses
• Improved Recognition - Better category identification and selection tools

Bug Fixes & Performance
• UI Consistency - Resolved minor interface inconsistencies
• Enhanced Stability - Improved overall app reliability and performance
• Better Responsiveness - Faster, more responsive experience across all features 2.1.3 07/21/2025 • Improved overall UI responsiveness for a smoother and more intuitive user experience.

• Fixed an issue where the Tips view did not refresh after edits—changes now appear immediately.

• Enhanced the Add Account screen with improved formatting and input validation.

• Added customizable category icons with color selection, allowing for easier visual organization of transactions by type.

• Refined visual layout and hierarchy across key screens to support better readability and user navigation. 2.1.2 07/18/2025 Enhanced Tax & Financial Features
• Added clickable "Mark as Paid" buttons for tax payments that sync across devices
• Products now include "Print All" button for bulk printing
• Improved formatting in Tax and Mileage PDF exports
• New CSV export option for checkbook accounts

Streamlined Onboarding
• New users can now import existing data during welcome setup
• Intuitive prompts for adding business logo and company information
• Setup can be skipped and completed later in Business Settings
• Faster path from download to productivity

Bug Fixes & Improvements
• General stability and performance enhancements
• Improved user interface consistency
• New dark mode icon 2.1.1 07/17/2025 • Enhanced Sync Engine
Improved performance and reliability with under-the-hood upgrades, including a new file protection system and smarter data validation.

• Trash Cleanup Tool
You can now permanently delete items from the Trash folder in Business Tools, helping you stay organized.

• Reminder Improvements
Monthly backup reminders now provide directions to Business Tools, making it easier to stay on top of data protection.

• New Reports Dashboard
A redesigned Reports page lets you filter by week, month, year, or custom date ranges for deeper financial insights.

• Tips Tracking Added
Track and manage your tips with a dedicated Tips page. Tip data is now included in your year-to-date summaries, reports, and dashboard cards.

• Product Cost Calculator
Calculate and save product costs per service to better track business expenses and improve pricing accuracy.

• Mileage Tracker
New mileage tracking feature helps you log trips for tax purposes. Location access is requested only at the start and end of each trip for your privacy.

• Improved Backup & Restore
Visual indicators now show the number of files being restored, making backups more transparent and user-friendly.

• New Download Loading Screen
A new loading screen provides visual feedback on the number of files being downloaded and synced.

• End-of-Year Archive Enhancements
Archive last year’s data with a newly designed screen layout that provides a clear, detailed summary of previous years’ information — ideal for reporting, taxes, and record-keeping.

• Bug Fixes
Resolved PDF formatting issues in reports for better clarity and consistency. 2.1.0 07/11/2025 • Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off. 2.0.1 07/01/2025 • Enhanced and modernized user interface for a cleaner, more intuitive experience
• Improved Home Screen layout for easier navigation and readability
• Upgraded sync functionality for better reliability across devices
• Refined PDF reports and paystubs with a more professional appearance
• General bug fixes and performance improvements
• New reminder system for end-of-month and annual backup prompts
• Introduced smart dictionaries for checkbook entries—customized per account to reduce typing
• Improved logo handling across all reports and documents
• Resolved issue where saved tax percentages were not syncing between devices
• Tax and retained percentage fields are now editable with manual entry support
• Paystub-generated fields now support manual overrides for greater flexibility 2.0.0 06/30/2025 Improvements & Fixes
• Resolved an issue where quarterly tax calculations were not correctly adjusting for paystubs generated in the final month of the quarter.
• Enhanced the user interface for the Transactions tab to improve usability and clarity. 1.4.3 06/15/2025 Improvements & Fixes
• Fixed an issue where Q2 taxes were not being calculated correctly.
• Resolved a display issue affecting year-end quarterly tax summaries.
• Corrected a bug where the app version number did not always update after an update.
• Pay stubs now default to displaying from newest to oldest. 1.4.2 06/04/2025 Improvements & Fixes
• Addressed a timing issue that caused the dashboard to appear before iCloud sync was fully complete.
• Corrected a problem where the custom date filter in Checkbook didn’t include the selected start date.
• Enhanced manual backup to ensure Checkbook transactions are now fully included. 1.4.1 05/05/2025

version 3.0.6

Version History Recurring Charges, Reimagined

Each charge now appears as its own card with its category and memo, matching your checkbook
Set any day of the month, 1 through 31
Payee suggestions pull from your past transactions as you type
Save quick $0.00 charges for bills whose amount changes each month
Make any checkbook transaction recurring in one tap, straight from its menu
Recurring charges now record on their scheduled day of the month instead of today's date
New Difference Total on the checkbook header shows your net (income minus expenses) for any filtered date range

Estimated Tax Basis

Choose, per business, whether a paystub counts toward a tax quarter by its pay date or its pay-period end date
Includes a plain-language guide explaining both options

Fixes & Reliability

Fixed a rare issue that could create a duplicate entry when saving
Paystub expense import now accounts for offsetting income
Improved contrast on the checkbook search bar 3.0.6 5d ago This update includes stability and performance improvements across all devices. 3.0.5 Sep 17 Added support for iOS 27, iPadOS 27, macOS 27, watchOS 27, and visionOS 27. This update also includes stability and performance improvements across all devices. 3.0.4 Sep 15 This version introduces a subscription for new users. If you already own Self Employed, nothing changes — you keep full access, free forever, with no subscription or paywall.

New users can start with a free 7-day trial (monthly, annual, or lifetime options).

Plus minor UI refinements: a cleaner dashboard, simpler recurring-charge controls, and on-page filtering in the spending breakdown. 3.0.3 Sep 12 This update brings powerful improvements to the Checkbook:

Spending Breakdown — See exactly where your money goes with a new visual breakdown of income and expenses by category, with a chart and detailed totals.
Smart Filters — Filter transactions by category and by amount, including "around," "over," "under," and exact matches, so you can find any transaction fast.
Linked Transactions — When you copy a transaction to another account, the two stay linked. Edit or delete one and update the other with a single tap.
Copy in Edit Mode — Copy an existing transaction to another account even after it's saved, not just when creating it.
Duplicate a Transaction — Quickly reuse a past transaction as a starting point for a new one.
Improved Recurring Charges — Add saved charges to your checkbook with a single tap, with clearer controls for editing and removing them.

Plus bug fixes and refinements throughout. 3.0.2 Sep 5 NEW FEATURES
- Live GPS Mileage Tracking — record your route in real time as you drive, with manual entry still available. Works from the app, Apple Watch, and CarPlay.
- Recurring Charges — set up weekly, monthly, or quarterly checkbook charges and get prompted when they're due.
- Category Templates — save your checkbook categories and reuse them in new accounts with one tap.
- Multi-Select Editing — bulk delete or edit checkbook transactions at once.
- Auto Backup — automatic daily, weekly, or monthly backups, plus export and import.
- Contractor Photos & Contacts — add photos and link contractors to your address book.
- Pay Stub Deductions from Checkbook — pull pre-tax deductions straight from your transactions by date range.
- Enhanced Calculator — percentages, history tape, copy results, and quick tax-rate presets.

IMPROVEMENTS
- Apple Watch & CarPlay live mileage distance.
- Stronger data protection, smarter iCloud sync, and improved tax-document accuracy.
- Faster launches and numerous stability improvements across all platforms.
- Fixed a variety of bugs to make everything smoother and more reliable.
- Liquid Glass enhancements for the UI 3.0.1 Sep 1 A complete redesign, powerful new features, and major platform expansion.

VISUAL REDESIGN
• A New Look — Cards across every section now feature a clean accent bar system, color-coded by type. PDFs have been redesigned to match. Same app you know, finally looking the part.

NEW FEATURES
• Pay Contractors — Track all contractor payments in one place. Log simple payments or detailed line-item invoices with YTD totals and checkbook push support.
• 1099-NEC Generator — Generate FIRE files, recipient Copy B PDFs, and filing instruction documents directly from your contractor payment records.
• Service Fee Calculator — Calculate your net earnings after service fees. Save multiple fee profiles and get an instant breakdown of what you actually keep.
• Payment Processor Calculator — See exactly what you net after processor fees with a full cost breakdown.
• Checkbook Calculator — A floating calculator built right into the checkbook. Drag it anywhere, dismiss when done.
• Quoted search terms now find exact matches in checkbook.

IMPROVEMENTS
• Report Problems & Request Features — Submit bug reports and feature requests directly from Business Tools & Settings.

PLATFORM EXPANSION
• CarPlay — Start, stop, and cancel mileage trips from your car's display.
• Apple Watch — Track mileage from your wrist. Trips sync to iPhone, iPad, Mac, and Vision Pro automatically.
• Apple Vision Pro — Self Employed is now natively built for visionOS with optimized layouts and full feature support.
• Live Activities — Active mileage trips appear on your lock screen and Dynamic Island with trip type, duration, and start location.
• Siri Shortcuts — Start and stop mileage trips hands-free with your voice.

BUG FIXES & MAINTENANCE
• Various bug fixes, performance improvements, and stability updates across the app. 3.0.0 Mar 28 • End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out. 2.2.1 Feb 26 • Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation 2.2.0 Jan 2 • Summary Cards now include a dedicated Year-to-Date Business Profit view for clearer financial insight.
• Combined Income now displays a detailed breakdown showing Paystub Income, Owner Distributions, Reimbursements, and Tips for complete transparency.
• New Business Profit section in both YTD and Reports shows your Gross Income minus Expenses, giving you a clear view of your business's profitability.
• YTD and Reports PDF exports now include the new layout with Business Income, detailed Combined Income breakdown, and Business Profit calculations. 2.1.10 12/17/2025 • Fixed an issue with the Paystub View PDF sometimes not rendering correctly. 2.1.9 12/10/2025 • Multi-Business Support: Manage multiple businesses with quick switching between accounts.
• iOS 26 Compatibility: Updated for iOS 26 with Liquid Glass styling and refreshed system components.
• Multiple Pay Stubs Per Day: Create multiple pay stubs on the same day without overwriting previous entries.
• Service Quantities: Services now support quantity selection for more accurate tracking.
• Enhanced Reminders: Added quarterly and year-end tax reminders.
• Bug Fixes: Improved stability and performance. 2.1.8 11/26/2025 • Performance optimizations and stability improvements
• Enhanced app reliability across all features 2.1.7 07/30/2025 • UI improvements in previous years view 2.1.6 07/29/2025 • UI improvements for a smoother user experience
• Products and Services are now sorted alphabetically by default
• New Paystub Detail View with enhanced information display
• Coming soon: our macOS app – stay tuned! 2.1.5 07/28/2025 • Fixed sync delay for deleted tips across devices
• Added report filter: pay period vs. pay date
• Weekly mileage sorting now run Monday–Sunday 2.1.4 07/23/2025 Services Management
• New Services Tab - Create comprehensive services under the Products section
• Product Integration - Attach multiple products to services for automatic total cost calculation
• Service Pricing - Get instant pricing for bundled service offerings

Enhanced Wake-from-Sleep
• Auto-refresh Technology - Automatically fetches latest data when resuming from suspended state
• Fresh Data Guarantee - Ensures your view is always current when opening the app
• Seamless Transitions - Smooth experience when switching back to active use

Smart Reminders
• End-of-Year Notifications - Timely popup reminders for year-end tasks
• Proactive Alerts - Stay on top of important deadlines and requirements

Enhanced Pay Stub Management
• Full Edit Flexibility - Modify existing pay stubs with complete control
• Comprehensive Updates - Change amounts, tax rates, and dates after creation
• New Memo Options - Add custom memo fields to pay stubs for better record keeping
• Workflow Integration - Seamless compatibility with your existing processes

Improved Mileage Tracking Experience
• Smooth Animations - Enhanced visual transitions when starting and stopping trips
• Better Visual Feedback - Clear indicators for improved user experience
• Intuitive Interface - Streamlined trip management controls

Transaction Management Upgrades
• Category Assignment - Easily assign existing categories when editing transactions
• Streamlined Selection - Simplified category selection process
• Better Organization - Enhanced structure for your financial data

Checkbook Category Enhancements
• Updated Icons - Fresh new category icons with expanded options
• Visual Organization - More choices for categorizing and organizing expenses
• Improved Recognition - Better category identification and selection tools

Bug Fixes & Performance
• UI Consistency - Resolved minor interface inconsistencies
• Enhanced Stability - Improved overall app reliability and performance
• Better Responsiveness - Faster, more responsive experience across all features 2.1.3 07/21/2025 • Improved overall UI responsiveness for a smoother and more intuitive user experience.

• Fixed an issue where the Tips view did not refresh after edits—changes now appear immediately.

• Enhanced the Add Account screen with improved formatting and input validation.

• Added customizable category icons with color selection, allowing for easier visual organization of transactions by type.

• Refined visual layout and hierarchy across key screens to support better readability and user navigation. 2.1.2 07/18/2025 Enhanced Tax & Financial Features
• Added clickable "Mark as Paid" buttons for tax payments that sync across devices
• Products now include "Print All" button for bulk printing
• Improved formatting in Tax and Mileage PDF exports
• New CSV export option for checkbook accounts

Streamlined Onboarding
• New users can now import existing data during welcome setup
• Intuitive prompts for adding business logo and company information
• Setup can be skipped and completed later in Business Settings
• Faster path from download to productivity

Bug Fixes & Improvements
• General stability and performance enhancements
• Improved user interface consistency
• New dark mode icon 2.1.1 07/17/2025 • Enhanced Sync Engine
Improved performance and reliability with under-the-hood upgrades, including a new file protection system and smarter data validation.

• Trash Cleanup Tool
You can now permanently delete items from the Trash folder in Business Tools, helping you stay organized.

• Reminder Improvements
Monthly backup reminders now provide directions to Business Tools, making it easier to stay on top of data protection.

• New Reports Dashboard
A redesigned Reports page lets you filter by week, month, year, or custom date ranges for deeper financial insights.

• Tips Tracking Added
Track and manage your tips with a dedicated Tips page. Tip data is now included in your year-to-date summaries, reports, and dashboard cards.

• Product Cost Calculator
Calculate and save product costs per service to better track business expenses and improve pricing accuracy.

• Mileage Tracker
New mileage tracking feature helps you log trips for tax purposes. Location access is requested only at the start and end of each trip for your privacy.

• Improved Backup & Restore
Visual indicators now show the number of files being restored, making backups more transparent and user-friendly.

• New Download Loading Screen
A new loading screen provides visual feedback on the number of files being downloaded and synced.

• End-of-Year Archive Enhancements
Archive last year’s data with a newly designed screen layout that provides a clear, detailed summary of previous years’ information — ideal for reporting, taxes, and record-keeping.

• Bug Fixes
Resolved PDF formatting issues in reports for better clarity and consistency. 2.1.0 07/11/2025 • Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off. 2.0.1 07/01/2025 • Enhanced and modernized user interface for a cleaner, more intuitive experience
• Improved Home Screen layout for easier navigation and readability
• Upgraded sync functionality for better reliability across devices
• Refined PDF reports and paystubs with a more professional appearance
• General bug fixes and performance improvements
• New reminder system for end-of-month and annual backup prompts
• Introduced smart dictionaries for checkbook entries—customized per account to reduce typing
• Improved logo handling across all reports and documents
• Resolved issue where saved tax percentages were not syncing between devices
• Tax and retained percentage fields are now editable with manual entry support
• Paystub-generated fields now support manual overrides for greater flexibility 2.0.0 06/30/2025 Improvements & Fixes
• Resolved an issue where quarterly tax calculations were not correctly adjusting for paystubs generated in the final month of the quarter.
• Enhanced the user interface for the Transactions tab to improve usability and clarity. 1.4.3 06/15/2025 Improvements & Fixes
• Fixed an issue where Q2 taxes were not being calculated correctly.
• Resolved a display issue affecting year-end quarterly tax summaries.
• Corrected a bug where the app version number did not always update after an update.
• Pay stubs now default to displaying from newest to oldest. 1.4.2 06/04/2025 Improvements & Fixes
• Addressed a timing issue that caused the dashboard to appear before iCloud sync was fully complete.
• Corrected a problem where the custom date filter in Checkbook didn’t include the selected start date.
• Enhanced manual backup to ensure Checkbook transactions are now fully included. 1.4.1 05/05/2025

version 3.0.5

Version History This update includes stability and performance improvements across all devices. 3.0.5 1d ago Added support for iOS 27, iPadOS 27, macOS 27, watchOS 27, and visionOS 27. This update also includes stability and performance improvements across all devices. 3.0.4 3d ago This version introduces a subscription for new users. If you already own Self Employed, nothing changes — you keep full access, free forever, with no subscription or paywall.

New users can start with a free 7-day trial (monthly, annual, or lifetime options).

Plus minor UI refinements: a cleaner dashboard, simpler recurring-charge controls, and on-page filtering in the spending breakdown. 3.0.3 6d ago This update brings powerful improvements to the Checkbook:

Spending Breakdown — See exactly where your money goes with a new visual breakdown of income and expenses by category, with a chart and detailed totals.
Smart Filters — Filter transactions by category and by amount, including "around," "over," "under," and exact matches, so you can find any transaction fast.
Linked Transactions — When you copy a transaction to another account, the two stay linked. Edit or delete one and update the other with a single tap.
Copy in Edit Mode — Copy an existing transaction to another account even after it's saved, not just when creating it.
Duplicate a Transaction — Quickly reuse a past transaction as a starting point for a new one.
Improved Recurring Charges — Add saved charges to your checkbook with a single tap, with clearer controls for editing and removing them.

Plus bug fixes and refinements throughout. 3.0.2 Sep 5 NEW FEATURES
- Live GPS Mileage Tracking — record your route in real time as you drive, with manual entry still available. Works from the app, Apple Watch, and CarPlay.
- Recurring Charges — set up weekly, monthly, or quarterly checkbook charges and get prompted when they're due.
- Category Templates — save your checkbook categories and reuse them in new accounts with one tap.
- Multi-Select Editing — bulk delete or edit checkbook transactions at once.
- Auto Backup — automatic daily, weekly, or monthly backups, plus export and import.
- Contractor Photos & Contacts — add photos and link contractors to your address book.
- Pay Stub Deductions from Checkbook — pull pre-tax deductions straight from your transactions by date range.
- Enhanced Calculator — percentages, history tape, copy results, and quick tax-rate presets.

IMPROVEMENTS
- Apple Watch & CarPlay live mileage distance.
- Stronger data protection, smarter iCloud sync, and improved tax-document accuracy.
- Faster launches and numerous stability improvements across all platforms.
- Fixed a variety of bugs to make everything smoother and more reliable.
- Liquid Glass enhancements for the UI 3.0.1 Sep 1 A complete redesign, powerful new features, and major platform expansion.

VISUAL REDESIGN
• A New Look — Cards across every section now feature a clean accent bar system, color-coded by type. PDFs have been redesigned to match. Same app you know, finally looking the part.

NEW FEATURES
• Pay Contractors — Track all contractor payments in one place. Log simple payments or detailed line-item invoices with YTD totals and checkbook push support.
• 1099-NEC Generator — Generate FIRE files, recipient Copy B PDFs, and filing instruction documents directly from your contractor payment records.
• Service Fee Calculator — Calculate your net earnings after service fees. Save multiple fee profiles and get an instant breakdown of what you actually keep.
• Payment Processor Calculator — See exactly what you net after processor fees with a full cost breakdown.
• Checkbook Calculator — A floating calculator built right into the checkbook. Drag it anywhere, dismiss when done.
• Quoted search terms now find exact matches in checkbook.

IMPROVEMENTS
• Report Problems & Request Features — Submit bug reports and feature requests directly from Business Tools & Settings.

PLATFORM EXPANSION
• CarPlay — Start, stop, and cancel mileage trips from your car's display.
• Apple Watch — Track mileage from your wrist. Trips sync to iPhone, iPad, Mac, and Vision Pro automatically.
• Apple Vision Pro — Self Employed is now natively built for visionOS with optimized layouts and full feature support.
• Live Activities — Active mileage trips appear on your lock screen and Dynamic Island with trip type, duration, and start location.
• Siri Shortcuts — Start and stop mileage trips hands-free with your voice.

BUG FIXES & MAINTENANCE
• Various bug fixes, performance improvements, and stability updates across the app. 3.0.0 Mar 28 • End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out. 2.2.1 Feb 26 • Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation 2.2.0 Jan 2 • Summary Cards now include a dedicated Year-to-Date Business Profit view for clearer financial insight.
• Combined Income now displays a detailed breakdown showing Paystub Income, Owner Distributions, Reimbursements, and Tips for complete transparency.
• New Business Profit section in both YTD and Reports shows your Gross Income minus Expenses, giving you a clear view of your business's profitability.
• YTD and Reports PDF exports now include the new layout with Business Income, detailed Combined Income breakdown, and Business Profit calculations. 2.1.10 12/17/2025 • Fixed an issue with the Paystub View PDF sometimes not rendering correctly. 2.1.9 12/10/2025 • Multi-Business Support: Manage multiple businesses with quick switching between accounts.
• iOS 26 Compatibility: Updated for iOS 26 with Liquid Glass styling and refreshed system components.
• Multiple Pay Stubs Per Day: Create multiple pay stubs on the same day without overwriting previous entries.
• Service Quantities: Services now support quantity selection for more accurate tracking.
• Enhanced Reminders: Added quarterly and year-end tax reminders.
• Bug Fixes: Improved stability and performance. 2.1.8 11/26/2025 • Performance optimizations and stability improvements
• Enhanced app reliability across all features 2.1.7 07/30/2025 • UI improvements in previous years view 2.1.6 07/29/2025 • UI improvements for a smoother user experience
• Products and Services are now sorted alphabetically by default
• New Paystub Detail View with enhanced information display
• Coming soon: our macOS app – stay tuned! 2.1.5 07/28/2025 • Fixed sync delay for deleted tips across devices
• Added report filter: pay period vs. pay date
• Weekly mileage sorting now run Monday–Sunday 2.1.4 07/23/2025 Services Management
• New Services Tab - Create comprehensive services under the Products section
• Product Integration - Attach multiple products to services for automatic total cost calculation
• Service Pricing - Get instant pricing for bundled service offerings

Enhanced Wake-from-Sleep
• Auto-refresh Technology - Automatically fetches latest data when resuming from suspended state
• Fresh Data Guarantee - Ensures your view is always current when opening the app
• Seamless Transitions - Smooth experience when switching back to active use

Smart Reminders
• End-of-Year Notifications - Timely popup reminders for year-end tasks
• Proactive Alerts - Stay on top of important deadlines and requirements

Enhanced Pay Stub Management
• Full Edit Flexibility - Modify existing pay stubs with complete control
• Comprehensive Updates - Change amounts, tax rates, and dates after creation
• New Memo Options - Add custom memo fields to pay stubs for better record keeping
• Workflow Integration - Seamless compatibility with your existing processes

Improved Mileage Tracking Experience
• Smooth Animations - Enhanced visual transitions when starting and stopping trips
• Better Visual Feedback - Clear indicators for improved user experience
• Intuitive Interface - Streamlined trip management controls

Transaction Management Upgrades
• Category Assignment - Easily assign existing categories when editing transactions
• Streamlined Selection - Simplified category selection process
• Better Organization - Enhanced structure for your financial data

Checkbook Category Enhancements
• Updated Icons - Fresh new category icons with expanded options
• Visual Organization - More choices for categorizing and organizing expenses
• Improved Recognition - Better category identification and selection tools

Bug Fixes & Performance
• UI Consistency - Resolved minor interface inconsistencies
• Enhanced Stability - Improved overall app reliability and performance
• Better Responsiveness - Faster, more responsive experience across all features 2.1.3 07/21/2025 • Improved overall UI responsiveness for a smoother and more intuitive user experience.

• Fixed an issue where the Tips view did not refresh after edits—changes now appear immediately.

• Enhanced the Add Account screen with improved formatting and input validation.

• Added customizable category icons with color selection, allowing for easier visual organization of transactions by type.

• Refined visual layout and hierarchy across key screens to support better readability and user navigation. 2.1.2 07/18/2025 Enhanced Tax & Financial Features
• Added clickable "Mark as Paid" buttons for tax payments that sync across devices
• Products now include "Print All" button for bulk printing
• Improved formatting in Tax and Mileage PDF exports
• New CSV export option for checkbook accounts

Streamlined Onboarding
• New users can now import existing data during welcome setup
• Intuitive prompts for adding business logo and company information
• Setup can be skipped and completed later in Business Settings
• Faster path from download to productivity

Bug Fixes & Improvements
• General stability and performance enhancements
• Improved user interface consistency
• New dark mode icon 2.1.1 07/17/2025 • Enhanced Sync Engine
Improved performance and reliability with under-the-hood upgrades, including a new file protection system and smarter data validation.

• Trash Cleanup Tool
You can now permanently delete items from the Trash folder in Business Tools, helping you stay organized.

• Reminder Improvements
Monthly backup reminders now provide directions to Business Tools, making it easier to stay on top of data protection.

• New Reports Dashboard
A redesigned Reports page lets you filter by week, month, year, or custom date ranges for deeper financial insights.

• Tips Tracking Added
Track and manage your tips with a dedicated Tips page. Tip data is now included in your year-to-date summaries, reports, and dashboard cards.

• Product Cost Calculator
Calculate and save product costs per service to better track business expenses and improve pricing accuracy.

• Mileage Tracker
New mileage tracking feature helps you log trips for tax purposes. Location access is requested only at the start and end of each trip for your privacy.

• Improved Backup & Restore
Visual indicators now show the number of files being restored, making backups more transparent and user-friendly.

• New Download Loading Screen
A new loading screen provides visual feedback on the number of files being downloaded and synced.

• End-of-Year Archive Enhancements
Archive last year’s data with a newly designed screen layout that provides a clear, detailed summary of previous years’ information — ideal for reporting, taxes, and record-keeping.

• Bug Fixes
Resolved PDF formatting issues in reports for better clarity and consistency. 2.1.0 07/11/2025 • Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off. 2.0.1 07/01/2025 • Enhanced and modernized user interface for a cleaner, more intuitive experience
• Improved Home Screen layout for easier navigation and readability
• Upgraded sync functionality for better reliability across devices
• Refined PDF reports and paystubs with a more professional appearance
• General bug fixes and performance improvements
• New reminder system for end-of-month and annual backup prompts
• Introduced smart dictionaries for checkbook entries—customized per account to reduce typing
• Improved logo handling across all reports and documents
• Resolved issue where saved tax percentages were not syncing between devices
• Tax and retained percentage fields are now editable with manual entry support
• Paystub-generated fields now support manual overrides for greater flexibility 2.0.0 06/30/2025 Improvements & Fixes
• Resolved an issue where quarterly tax calculations were not correctly adjusting for paystubs generated in the final month of the quarter.
• Enhanced the user interface for the Transactions tab to improve usability and clarity. 1.4.3 06/15/2025 Improvements & Fixes
• Fixed an issue where Q2 taxes were not being calculated correctly.
• Resolved a display issue affecting year-end quarterly tax summaries.
• Corrected a bug where the app version number did not always update after an update.
• Pay stubs now default to displaying from newest to oldest. 1.4.2 06/04/2025 Improvements & Fixes
• Addressed a timing issue that caused the dashboard to appear before iCloud sync was fully complete.
• Corrected a problem where the custom date filter in Checkbook didn’t include the selected start date.
• Enhanced manual backup to ensure Checkbook transactions are now fully included. 1.4.1 05/05/2025 Version 1.4 — Sync Refinements & UI Polish

This update completes the new file system rollout and brings targeted improvements across the app:

• Migration Finalized: Your data now uses the updated structure introduced in 1.3, improving performance and future compatibility.
• Checkbook Filter Fixes: Custom date ranges now correctly include the full range of selected dates.
• Logo Sync Enhancements: Business logos now refresh more consistently across devices with better local caching.
• UI Tweaks: Minor layout and styling updates throughout the app.
• General Improvements: Behind-the-scenes optimizations for speed and reliability. 1.4 04/30/2025

version 3.0.2

Version History This update brings powerful improvements to the Checkbook:

Spending Breakdown — See exactly where your money goes with a new visual breakdown of income and expenses by category, with a chart and detailed totals.
Smart Filters — Filter transactions by category and by amount, including "around," "over," "under," and exact matches, so you can find any transaction fast.
Linked Transactions — When you copy a transaction to another account, the two stay linked. Edit or delete one and update the other with a single tap.
Copy in Edit Mode — Copy an existing transaction to another account even after it's saved, not just when creating it.
Duplicate a Transaction — Quickly reuse a past transaction as a starting point for a new one.
Improved Recurring Charges — Add saved charges to your checkbook with a single tap, with clearer controls for editing and removing them.

Plus bug fixes and refinements throughout. 3.0.2 5d ago NEW FEATURES
- Live GPS Mileage Tracking — record your route in real time as you drive, with manual entry still available. Works from the app, Apple Watch, and CarPlay.
- Recurring Charges — set up weekly, monthly, or quarterly checkbook charges and get prompted when they're due.
- Category Templates — save your checkbook categories and reuse them in new accounts with one tap.
- Multi-Select Editing — bulk delete or edit checkbook transactions at once.
- Auto Backup — automatic daily, weekly, or monthly backups, plus export and import.
- Contractor Photos & Contacts — add photos and link contractors to your address book.
- Pay Stub Deductions from Checkbook — pull pre-tax deductions straight from your transactions by date range.
- Enhanced Calculator — percentages, history tape, copy results, and quick tax-rate presets.

IMPROVEMENTS
- Apple Watch & CarPlay live mileage distance.
- Stronger data protection, smarter iCloud sync, and improved tax-document accuracy.
- Faster launches and numerous stability improvements across all platforms.
- Fixed a variety of bugs to make everything smoother and more reliable.
- Liquid Glass enhancements for the UI 3.0.1 Sep 1 A complete redesign, powerful new features, and major platform expansion.

VISUAL REDESIGN
• A New Look — Cards across every section now feature a clean accent bar system, color-coded by type. PDFs have been redesigned to match. Same app you know, finally looking the part.

NEW FEATURES
• Pay Contractors — Track all contractor payments in one place. Log simple payments or detailed line-item invoices with YTD totals and checkbook push support.
• 1099-NEC Generator — Generate FIRE files, recipient Copy B PDFs, and filing instruction documents directly from your contractor payment records.
• Service Fee Calculator — Calculate your net earnings after service fees. Save multiple fee profiles and get an instant breakdown of what you actually keep.
• Payment Processor Calculator — See exactly what you net after processor fees with a full cost breakdown.
• Checkbook Calculator — A floating calculator built right into the checkbook. Drag it anywhere, dismiss when done.
• Quoted search terms now find exact matches in checkbook.

IMPROVEMENTS
• Report Problems & Request Features — Submit bug reports and feature requests directly from Business Tools & Settings.

PLATFORM EXPANSION
• CarPlay — Start, stop, and cancel mileage trips from your car's display.
• Apple Watch — Track mileage from your wrist. Trips sync to iPhone, iPad, Mac, and Vision Pro automatically.
• Apple Vision Pro — Self Employed is now natively built for visionOS with optimized layouts and full feature support.
• Live Activities — Active mileage trips appear on your lock screen and Dynamic Island with trip type, duration, and start location.
• Siri Shortcuts — Start and stop mileage trips hands-free with your voice.

BUG FIXES & MAINTENANCE
• Various bug fixes, performance improvements, and stability updates across the app. 3.0.0 Mar 28 • End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out. 2.2.1 Feb 26 • Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation 2.2.0 Jan 2 • Summary Cards now include a dedicated Year-to-Date Business Profit view for clearer financial insight.
• Combined Income now displays a detailed breakdown showing Paystub Income, Owner Distributions, Reimbursements, and Tips for complete transparency.
• New Business Profit section in both YTD and Reports shows your Gross Income minus Expenses, giving you a clear view of your business's profitability.
• YTD and Reports PDF exports now include the new layout with Business Income, detailed Combined Income breakdown, and Business Profit calculations. 2.1.10 12/17/2025 • Fixed an issue with the Paystub View PDF sometimes not rendering correctly. 2.1.9 12/10/2025 • Multi-Business Support: Manage multiple businesses with quick switching between accounts.
• iOS 26 Compatibility: Updated for iOS 26 with Liquid Glass styling and refreshed system components.
• Multiple Pay Stubs Per Day: Create multiple pay stubs on the same day without overwriting previous entries.
• Service Quantities: Services now support quantity selection for more accurate tracking.
• Enhanced Reminders: Added quarterly and year-end tax reminders.
• Bug Fixes: Improved stability and performance. 2.1.8 11/26/2025 • Performance optimizations and stability improvements
• Enhanced app reliability across all features 2.1.7 07/30/2025 • UI improvements in previous years view 2.1.6 07/29/2025 • UI improvements for a smoother user experience
• Products and Services are now sorted alphabetically by default
• New Paystub Detail View with enhanced information display
• Coming soon: our macOS app – stay tuned! 2.1.5 07/28/2025 • Fixed sync delay for deleted tips across devices
• Added report filter: pay period vs. pay date
• Weekly mileage sorting now run Monday–Sunday 2.1.4 07/23/2025 Services Management
• New Services Tab - Create comprehensive services under the Products section
• Product Integration - Attach multiple products to services for automatic total cost calculation
• Service Pricing - Get instant pricing for bundled service offerings

Enhanced Wake-from-Sleep
• Auto-refresh Technology - Automatically fetches latest data when resuming from suspended state
• Fresh Data Guarantee - Ensures your view is always current when opening the app
• Seamless Transitions - Smooth experience when switching back to active use

Smart Reminders
• End-of-Year Notifications - Timely popup reminders for year-end tasks
• Proactive Alerts - Stay on top of important deadlines and requirements

Enhanced Pay Stub Management
• Full Edit Flexibility - Modify existing pay stubs with complete control
• Comprehensive Updates - Change amounts, tax rates, and dates after creation
• New Memo Options - Add custom memo fields to pay stubs for better record keeping
• Workflow Integration - Seamless compatibility with your existing processes

Improved Mileage Tracking Experience
• Smooth Animations - Enhanced visual transitions when starting and stopping trips
• Better Visual Feedback - Clear indicators for improved user experience
• Intuitive Interface - Streamlined trip management controls

Transaction Management Upgrades
• Category Assignment - Easily assign existing categories when editing transactions
• Streamlined Selection - Simplified category selection process
• Better Organization - Enhanced structure for your financial data

Checkbook Category Enhancements
• Updated Icons - Fresh new category icons with expanded options
• Visual Organization - More choices for categorizing and organizing expenses
• Improved Recognition - Better category identification and selection tools

Bug Fixes & Performance
• UI Consistency - Resolved minor interface inconsistencies
• Enhanced Stability - Improved overall app reliability and performance
• Better Responsiveness - Faster, more responsive experience across all features 2.1.3 07/21/2025 • Improved overall UI responsiveness for a smoother and more intuitive user experience.

• Fixed an issue where the Tips view did not refresh after edits—changes now appear immediately.

• Enhanced the Add Account screen with improved formatting and input validation.

• Added customizable category icons with color selection, allowing for easier visual organization of transactions by type.

• Refined visual layout and hierarchy across key screens to support better readability and user navigation. 2.1.2 07/18/2025 Enhanced Tax & Financial Features
• Added clickable "Mark as Paid" buttons for tax payments that sync across devices
• Products now include "Print All" button for bulk printing
• Improved formatting in Tax and Mileage PDF exports
• New CSV export option for checkbook accounts

Streamlined Onboarding
• New users can now import existing data during welcome setup
• Intuitive prompts for adding business logo and company information
• Setup can be skipped and completed later in Business Settings
• Faster path from download to productivity

Bug Fixes & Improvements
• General stability and performance enhancements
• Improved user interface consistency
• New dark mode icon 2.1.1 07/17/2025 • Enhanced Sync Engine
Improved performance and reliability with under-the-hood upgrades, including a new file protection system and smarter data validation.

• Trash Cleanup Tool
You can now permanently delete items from the Trash folder in Business Tools, helping you stay organized.

• Reminder Improvements
Monthly backup reminders now provide directions to Business Tools, making it easier to stay on top of data protection.

• New Reports Dashboard
A redesigned Reports page lets you filter by week, month, year, or custom date ranges for deeper financial insights.

• Tips Tracking Added
Track and manage your tips with a dedicated Tips page. Tip data is now included in your year-to-date summaries, reports, and dashboard cards.

• Product Cost Calculator
Calculate and save product costs per service to better track business expenses and improve pricing accuracy.

• Mileage Tracker
New mileage tracking feature helps you log trips for tax purposes. Location access is requested only at the start and end of each trip for your privacy.

• Improved Backup & Restore
Visual indicators now show the number of files being restored, making backups more transparent and user-friendly.

• New Download Loading Screen
A new loading screen provides visual feedback on the number of files being downloaded and synced.

• End-of-Year Archive Enhancements
Archive last year’s data with a newly designed screen layout that provides a clear, detailed summary of previous years’ information — ideal for reporting, taxes, and record-keeping.

• Bug Fixes
Resolved PDF formatting issues in reports for better clarity and consistency. 2.1.0 07/11/2025 • Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off. 2.0.1 07/01/2025 • Enhanced and modernized user interface for a cleaner, more intuitive experience
• Improved Home Screen layout for easier navigation and readability
• Upgraded sync functionality for better reliability across devices
• Refined PDF reports and paystubs with a more professional appearance
• General bug fixes and performance improvements
• New reminder system for end-of-month and annual backup prompts
• Introduced smart dictionaries for checkbook entries—customized per account to reduce typing
• Improved logo handling across all reports and documents
• Resolved issue where saved tax percentages were not syncing between devices
• Tax and retained percentage fields are now editable with manual entry support
• Paystub-generated fields now support manual overrides for greater flexibility 2.0.0 06/30/2025 Improvements & Fixes
• Resolved an issue where quarterly tax calculations were not correctly adjusting for paystubs generated in the final month of the quarter.
• Enhanced the user interface for the Transactions tab to improve usability and clarity. 1.4.3 06/15/2025 Improvements & Fixes
• Fixed an issue where Q2 taxes were not being calculated correctly.
• Resolved a display issue affecting year-end quarterly tax summaries.
• Corrected a bug where the app version number did not always update after an update.
• Pay stubs now default to displaying from newest to oldest. 1.4.2 06/04/2025 Improvements & Fixes
• Addressed a timing issue that caused the dashboard to appear before iCloud sync was fully complete.
• Corrected a problem where the custom date filter in Checkbook didn’t include the selected start date.
• Enhanced manual backup to ensure Checkbook transactions are now fully included. 1.4.1 05/05/2025 Version 1.4 — Sync Refinements & UI Polish

This update completes the new file system rollout and brings targeted improvements across the app:

• Migration Finalized: Your data now uses the updated structure introduced in 1.3, improving performance and future compatibility.
• Checkbook Filter Fixes: Custom date ranges now correctly include the full range of selected dates.
• Logo Sync Enhancements: Business logos now refresh more consistently across devices with better local caching.
• UI Tweaks: Minor layout and styling updates throughout the app.
• General Improvements: Behind-the-scenes optimizations for speed and reliability. 1.4 04/30/2025 Big improvements across the board:
• Smarter File System: Your data now automatically migrates to a new, more reliable structure for improved backup integrity and long-term protection.
• Enhanced Syncing: Paystubs, transactions, categories, and accounts now include timestamps and unique IDs for faster, more accurate iCloud syncing.
• iPad Optimization: Improved layouts for iPads
• Backup and Restore: Manual backup and restore processes are faster and more reliable than ever.
• New Animations: Fresh animations added for restoring, loading, and welcoming new users.
• Updated Transaction Controls: Quickly edit, delete, or mark transactions as cleared — all from a single menu.
• Connectivity Warnings: A new iCloud monitor alerts you when internet access is unavailable.
• Bug Fixes: Resolved an issue where clearing a transaction could sometimes fail. 1.3 04/28/2025 Improved iCloud sync reliability for business information.
Fixed an issue where the app version and build number were not displaying correctly on the Dashboard.
Resolved a problem where tapping to edit a Checkbook transaction would not respond on iPhone.
Updated iPad and iPhone layouts to fix a header alignment issue in Checkbook views. 1.2 04/21/2025 Added ‘All’ date filter option. Improved balance handling in transaction views. Minor UI enhancements. 1.1 04/18/2025

version 3.0.1

Version History NEW FEATURES
- Live GPS Mileage Tracking — record your route in real time as you drive, with manual entry still available. Works from the app, Apple Watch, and CarPlay.
- Recurring Charges — set up weekly, monthly, or quarterly checkbook charges and get prompted when they're due.
- Category Templates — save your checkbook categories and reuse them in new accounts with one tap.
- Multi-Select Editing — bulk delete or edit checkbook transactions at once.
- Auto Backup — automatic daily, weekly, or monthly backups, plus export and import.
- Contractor Photos & Contacts — add photos and link contractors to your address book.
- Pay Stub Deductions from Checkbook — pull pre-tax deductions straight from your transactions by date range.
- Enhanced Calculator — percentages, history tape, copy results, and quick tax-rate presets.

IMPROVEMENTS
- Apple Watch & CarPlay live mileage distance.
- Stronger data protection, smarter iCloud sync, and improved tax-document accuracy.
- Faster launches and numerous stability improvements across all platforms.
- Fixed a variety of bugs to make everything smoother and more reliable.
- Liquid Glass enhancements for the UI 3.0.1 3d ago A complete redesign, powerful new features, and major platform expansion.

VISUAL REDESIGN
• A New Look — Cards across every section now feature a clean accent bar system, color-coded by type. PDFs have been redesigned to match. Same app you know, finally looking the part.

NEW FEATURES
• Pay Contractors — Track all contractor payments in one place. Log simple payments or detailed line-item invoices with YTD totals and checkbook push support.
• 1099-NEC Generator — Generate FIRE files, recipient Copy B PDFs, and filing instruction documents directly from your contractor payment records.
• Service Fee Calculator — Calculate your net earnings after service fees. Save multiple fee profiles and get an instant breakdown of what you actually keep.
• Payment Processor Calculator — See exactly what you net after processor fees with a full cost breakdown.
• Checkbook Calculator — A floating calculator built right into the checkbook. Drag it anywhere, dismiss when done.
• Quoted search terms now find exact matches in checkbook.

IMPROVEMENTS
• Report Problems & Request Features — Submit bug reports and feature requests directly from Business Tools & Settings.

PLATFORM EXPANSION
• CarPlay — Start, stop, and cancel mileage trips from your car's display.
• Apple Watch — Track mileage from your wrist. Trips sync to iPhone, iPad, Mac, and Vision Pro automatically.
• Apple Vision Pro — Self Employed is now natively built for visionOS with optimized layouts and full feature support.
• Live Activities — Active mileage trips appear on your lock screen and Dynamic Island with trip type, duration, and start location.
• Siri Shortcuts — Start and stop mileage trips hands-free with your voice.

BUG FIXES & MAINTENANCE
• Various bug fixes, performance improvements, and stability updates across the app. 3.0.0 Mar 28 • End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out. 2.2.1 Feb 26 • Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation 2.2.0 Jan 2 • Summary Cards now include a dedicated Year-to-Date Business Profit view for clearer financial insight.
• Combined Income now displays a detailed breakdown showing Paystub Income, Owner Distributions, Reimbursements, and Tips for complete transparency.
• New Business Profit section in both YTD and Reports shows your Gross Income minus Expenses, giving you a clear view of your business's profitability.
• YTD and Reports PDF exports now include the new layout with Business Income, detailed Combined Income breakdown, and Business Profit calculations. 2.1.10 12/17/2025 • Fixed an issue with the Paystub View PDF sometimes not rendering correctly. 2.1.9 12/10/2025 • Multi-Business Support: Manage multiple businesses with quick switching between accounts.
• iOS 26 Compatibility: Updated for iOS 26 with Liquid Glass styling and refreshed system components.
• Multiple Pay Stubs Per Day: Create multiple pay stubs on the same day without overwriting previous entries.
• Service Quantities: Services now support quantity selection for more accurate tracking.
• Enhanced Reminders: Added quarterly and year-end tax reminders.
• Bug Fixes: Improved stability and performance. 2.1.8 11/26/2025 • Performance optimizations and stability improvements
• Enhanced app reliability across all features 2.1.7 07/30/2025 • UI improvements in previous years view 2.1.6 07/29/2025 • UI improvements for a smoother user experience
• Products and Services are now sorted alphabetically by default
• New Paystub Detail View with enhanced information display
• Coming soon: our macOS app – stay tuned! 2.1.5 07/28/2025 • Fixed sync delay for deleted tips across devices
• Added report filter: pay period vs. pay date
• Weekly mileage sorting now run Monday–Sunday 2.1.4 07/23/2025 Services Management
• New Services Tab - Create comprehensive services under the Products section
• Product Integration - Attach multiple products to services for automatic total cost calculation
• Service Pricing - Get instant pricing for bundled service offerings

Enhanced Wake-from-Sleep
• Auto-refresh Technology - Automatically fetches latest data when resuming from suspended state
• Fresh Data Guarantee - Ensures your view is always current when opening the app
• Seamless Transitions - Smooth experience when switching back to active use

Smart Reminders
• End-of-Year Notifications - Timely popup reminders for year-end tasks
• Proactive Alerts - Stay on top of important deadlines and requirements

Enhanced Pay Stub Management
• Full Edit Flexibility - Modify existing pay stubs with complete control
• Comprehensive Updates - Change amounts, tax rates, and dates after creation
• New Memo Options - Add custom memo fields to pay stubs for better record keeping
• Workflow Integration - Seamless compatibility with your existing processes

Improved Mileage Tracking Experience
• Smooth Animations - Enhanced visual transitions when starting and stopping trips
• Better Visual Feedback - Clear indicators for improved user experience
• Intuitive Interface - Streamlined trip management controls

Transaction Management Upgrades
• Category Assignment - Easily assign existing categories when editing transactions
• Streamlined Selection - Simplified category selection process
• Better Organization - Enhanced structure for your financial data

Checkbook Category Enhancements
• Updated Icons - Fresh new category icons with expanded options
• Visual Organization - More choices for categorizing and organizing expenses
• Improved Recognition - Better category identification and selection tools

Bug Fixes & Performance
• UI Consistency - Resolved minor interface inconsistencies
• Enhanced Stability - Improved overall app reliability and performance
• Better Responsiveness - Faster, more responsive experience across all features 2.1.3 07/21/2025 • Improved overall UI responsiveness for a smoother and more intuitive user experience.

• Fixed an issue where the Tips view did not refresh after edits—changes now appear immediately.

• Enhanced the Add Account screen with improved formatting and input validation.

• Added customizable category icons with color selection, allowing for easier visual organization of transactions by type.

• Refined visual layout and hierarchy across key screens to support better readability and user navigation. 2.1.2 07/18/2025 Enhanced Tax & Financial Features
• Added clickable "Mark as Paid" buttons for tax payments that sync across devices
• Products now include "Print All" button for bulk printing
• Improved formatting in Tax and Mileage PDF exports
• New CSV export option for checkbook accounts

Streamlined Onboarding
• New users can now import existing data during welcome setup
• Intuitive prompts for adding business logo and company information
• Setup can be skipped and completed later in Business Settings
• Faster path from download to productivity

Bug Fixes & Improvements
• General stability and performance enhancements
• Improved user interface consistency
• New dark mode icon 2.1.1 07/17/2025 • Enhanced Sync Engine
Improved performance and reliability with under-the-hood upgrades, including a new file protection system and smarter data validation.

• Trash Cleanup Tool
You can now permanently delete items from the Trash folder in Business Tools, helping you stay organized.

• Reminder Improvements
Monthly backup reminders now provide directions to Business Tools, making it easier to stay on top of data protection.

• New Reports Dashboard
A redesigned Reports page lets you filter by week, month, year, or custom date ranges for deeper financial insights.

• Tips Tracking Added
Track and manage your tips with a dedicated Tips page. Tip data is now included in your year-to-date summaries, reports, and dashboard cards.

• Product Cost Calculator
Calculate and save product costs per service to better track business expenses and improve pricing accuracy.

• Mileage Tracker
New mileage tracking feature helps you log trips for tax purposes. Location access is requested only at the start and end of each trip for your privacy.

• Improved Backup & Restore
Visual indicators now show the number of files being restored, making backups more transparent and user-friendly.

• New Download Loading Screen
A new loading screen provides visual feedback on the number of files being downloaded and synced.

• End-of-Year Archive Enhancements
Archive last year’s data with a newly designed screen layout that provides a clear, detailed summary of previous years’ information — ideal for reporting, taxes, and record-keeping.

• Bug Fixes
Resolved PDF formatting issues in reports for better clarity and consistency. 2.1.0 07/11/2025 • Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off. 2.0.1 07/01/2025 • Enhanced and modernized user interface for a cleaner, more intuitive experience
• Improved Home Screen layout for easier navigation and readability
• Upgraded sync functionality for better reliability across devices
• Refined PDF reports and paystubs with a more professional appearance
• General bug fixes and performance improvements
• New reminder system for end-of-month and annual backup prompts
• Introduced smart dictionaries for checkbook entries—customized per account to reduce typing
• Improved logo handling across all reports and documents
• Resolved issue where saved tax percentages were not syncing between devices
• Tax and retained percentage fields are now editable with manual entry support
• Paystub-generated fields now support manual overrides for greater flexibility 2.0.0 06/30/2025 Improvements & Fixes
• Resolved an issue where quarterly tax calculations were not correctly adjusting for paystubs generated in the final month of the quarter.
• Enhanced the user interface for the Transactions tab to improve usability and clarity. 1.4.3 06/15/2025 Improvements & Fixes
• Fixed an issue where Q2 taxes were not being calculated correctly.
• Resolved a display issue affecting year-end quarterly tax summaries.
• Corrected a bug where the app version number did not always update after an update.
• Pay stubs now default to displaying from newest to oldest. 1.4.2 06/04/2025 Improvements & Fixes
• Addressed a timing issue that caused the dashboard to appear before iCloud sync was fully complete.
• Corrected a problem where the custom date filter in Checkbook didn’t include the selected start date.
• Enhanced manual backup to ensure Checkbook transactions are now fully included. 1.4.1 05/05/2025 Version 1.4 — Sync Refinements & UI Polish

This update completes the new file system rollout and brings targeted improvements across the app:

• Migration Finalized: Your data now uses the updated structure introduced in 1.3, improving performance and future compatibility.
• Checkbook Filter Fixes: Custom date ranges now correctly include the full range of selected dates.
• Logo Sync Enhancements: Business logos now refresh more consistently across devices with better local caching.
• UI Tweaks: Minor layout and styling updates throughout the app.
• General Improvements: Behind-the-scenes optimizations for speed and reliability. 1.4 04/30/2025 Big improvements across the board:
• Smarter File System: Your data now automatically migrates to a new, more reliable structure for improved backup integrity and long-term protection.
• Enhanced Syncing: Paystubs, transactions, categories, and accounts now include timestamps and unique IDs for faster, more accurate iCloud syncing.
• iPad Optimization: Improved layouts for iPads
• Backup and Restore: Manual backup and restore processes are faster and more reliable than ever.
• New Animations: Fresh animations added for restoring, loading, and welcoming new users.
• Updated Transaction Controls: Quickly edit, delete, or mark transactions as cleared — all from a single menu.
• Connectivity Warnings: A new iCloud monitor alerts you when internet access is unavailable.
• Bug Fixes: Resolved an issue where clearing a transaction could sometimes fail. 1.3 04/28/2025 Improved iCloud sync reliability for business information.
Fixed an issue where the app version and build number were not displaying correctly on the Dashboard.
Resolved a problem where tapping to edit a Checkbook transaction would not respond on iPhone.
Updated iPad and iPhone layouts to fix a header alignment issue in Checkbook views. 1.2 04/21/2025 Added ‘All’ date filter option. Improved balance handling in transaction views. Minor UI enhancements. 1.1 04/18/2025 1.0 04/16/2025

version 3.0.0

Version History A complete redesign, powerful new features, and major platform expansion.

VISUAL REDESIGN
• A New Look — Cards across every section now feature a clean accent bar system, color-coded by type. PDFs have been redesigned to match. Same app you know, finally looking the part.

NEW FEATURES
• Pay Contractors — Track all contractor payments in one place. Log simple payments or detailed line-item invoices with YTD totals and checkbook push support.
• 1099-NEC Generator — Generate FIRE files, recipient Copy B PDFs, and filing instruction documents directly from your contractor payment records.
• Service Fee Calculator — Calculate your net earnings after service fees. Save multiple fee profiles and get an instant breakdown of what you actually keep.
• Payment Processor Calculator — See exactly what you net after processor fees with a full cost breakdown.
• Checkbook Calculator — A floating calculator built right into the checkbook. Drag it anywhere, dismiss when done.
• Quoted search terms now find exact matches in checkbook.

IMPROVEMENTS
• Report Problems & Request Features — Submit bug reports and feature requests directly from Business Tools & Settings.

PLATFORM EXPANSION
• CarPlay — Start, stop, and cancel mileage trips from your car's display.
• Apple Watch — Track mileage from your wrist. Trips sync to iPhone, iPad, Mac, and Vision Pro automatically.
• Apple Vision Pro — Self Employed is now natively built for visionOS with optimized layouts and full feature support.
• Live Activities — Active mileage trips appear on your lock screen and Dynamic Island with trip type, duration, and start location.
• Siri Shortcuts — Start and stop mileage trips hands-free with your voice.

BUG FIXES & MAINTENANCE
• Various bug fixes, performance improvements, and stability updates across the app. 3.0.0 Mar 28 • End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out. 2.2.1 Feb 26 • Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation 2.2.0 Jan 2 • Summary Cards now include a dedicated Year-to-Date Business Profit view for clearer financial insight.
• Combined Income now displays a detailed breakdown showing Paystub Income, Owner Distributions, Reimbursements, and Tips for complete transparency.
• New Business Profit section in both YTD and Reports shows your Gross Income minus Expenses, giving you a clear view of your business's profitability.
• YTD and Reports PDF exports now include the new layout with Business Income, detailed Combined Income breakdown, and Business Profit calculations. 2.1.10 12/17/2025 • Fixed an issue with the Paystub View PDF sometimes not rendering correctly. 2.1.9 12/10/2025 • Multi-Business Support: Manage multiple businesses with quick switching between accounts.
• iOS 26 Compatibility: Updated for iOS 26 with Liquid Glass styling and refreshed system components.
• Multiple Pay Stubs Per Day: Create multiple pay stubs on the same day without overwriting previous entries.
• Service Quantities: Services now support quantity selection for more accurate tracking.
• Enhanced Reminders: Added quarterly and year-end tax reminders.
• Bug Fixes: Improved stability and performance. 2.1.8 11/26/2025 • Performance optimizations and stability improvements
• Enhanced app reliability across all features 2.1.7 07/30/2025 • UI improvements in previous years view 2.1.6 07/29/2025 • UI improvements for a smoother user experience
• Products and Services are now sorted alphabetically by default
• New Paystub Detail View with enhanced information display
• Coming soon: our macOS app – stay tuned! 2.1.5 07/28/2025 • Fixed sync delay for deleted tips across devices
• Added report filter: pay period vs. pay date
• Weekly mileage sorting now run Monday–Sunday 2.1.4 07/23/2025 Services Management
• New Services Tab - Create comprehensive services under the Products section
• Product Integration - Attach multiple products to services for automatic total cost calculation
• Service Pricing - Get instant pricing for bundled service offerings

Enhanced Wake-from-Sleep
• Auto-refresh Technology - Automatically fetches latest data when resuming from suspended state
• Fresh Data Guarantee - Ensures your view is always current when opening the app
• Seamless Transitions - Smooth experience when switching back to active use

Smart Reminders
• End-of-Year Notifications - Timely popup reminders for year-end tasks
• Proactive Alerts - Stay on top of important deadlines and requirements

Enhanced Pay Stub Management
• Full Edit Flexibility - Modify existing pay stubs with complete control
• Comprehensive Updates - Change amounts, tax rates, and dates after creation
• New Memo Options - Add custom memo fields to pay stubs for better record keeping
• Workflow Integration - Seamless compatibility with your existing processes

Improved Mileage Tracking Experience
• Smooth Animations - Enhanced visual transitions when starting and stopping trips
• Better Visual Feedback - Clear indicators for improved user experience
• Intuitive Interface - Streamlined trip management controls

Transaction Management Upgrades
• Category Assignment - Easily assign existing categories when editing transactions
• Streamlined Selection - Simplified category selection process
• Better Organization - Enhanced structure for your financial data

Checkbook Category Enhancements
• Updated Icons - Fresh new category icons with expanded options
• Visual Organization - More choices for categorizing and organizing expenses
• Improved Recognition - Better category identification and selection tools

Bug Fixes & Performance
• UI Consistency - Resolved minor interface inconsistencies
• Enhanced Stability - Improved overall app reliability and performance
• Better Responsiveness - Faster, more responsive experience across all features 2.1.3 07/21/2025 • Improved overall UI responsiveness for a smoother and more intuitive user experience.

• Fixed an issue where the Tips view did not refresh after edits—changes now appear immediately.

• Enhanced the Add Account screen with improved formatting and input validation.

• Added customizable category icons with color selection, allowing for easier visual organization of transactions by type.

• Refined visual layout and hierarchy across key screens to support better readability and user navigation. 2.1.2 07/18/2025 Enhanced Tax & Financial Features
• Added clickable "Mark as Paid" buttons for tax payments that sync across devices
• Products now include "Print All" button for bulk printing
• Improved formatting in Tax and Mileage PDF exports
• New CSV export option for checkbook accounts

Streamlined Onboarding
• New users can now import existing data during welcome setup
• Intuitive prompts for adding business logo and company information
• Setup can be skipped and completed later in Business Settings
• Faster path from download to productivity

Bug Fixes & Improvements
• General stability and performance enhancements
• Improved user interface consistency
• New dark mode icon 2.1.1 07/17/2025 • Enhanced Sync Engine
Improved performance and reliability with under-the-hood upgrades, including a new file protection system and smarter data validation.

• Trash Cleanup Tool
You can now permanently delete items from the Trash folder in Business Tools, helping you stay organized.

• Reminder Improvements
Monthly backup reminders now provide directions to Business Tools, making it easier to stay on top of data protection.

• New Reports Dashboard
A redesigned Reports page lets you filter by week, month, year, or custom date ranges for deeper financial insights.

• Tips Tracking Added
Track and manage your tips with a dedicated Tips page. Tip data is now included in your year-to-date summaries, reports, and dashboard cards.

• Product Cost Calculator
Calculate and save product costs per service to better track business expenses and improve pricing accuracy.

• Mileage Tracker
New mileage tracking feature helps you log trips for tax purposes. Location access is requested only at the start and end of each trip for your privacy.

• Improved Backup & Restore
Visual indicators now show the number of files being restored, making backups more transparent and user-friendly.

• New Download Loading Screen
A new loading screen provides visual feedback on the number of files being downloaded and synced.

• End-of-Year Archive Enhancements
Archive last year’s data with a newly designed screen layout that provides a clear, detailed summary of previous years’ information — ideal for reporting, taxes, and record-keeping.

• Bug Fixes
Resolved PDF formatting issues in reports for better clarity and consistency. 2.1.0 07/11/2025 • Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off. 2.0.1 07/01/2025 • Enhanced and modernized user interface for a cleaner, more intuitive experience
• Improved Home Screen layout for easier navigation and readability
• Upgraded sync functionality for better reliability across devices
• Refined PDF reports and paystubs with a more professional appearance
• General bug fixes and performance improvements
• New reminder system for end-of-month and annual backup prompts
• Introduced smart dictionaries for checkbook entries—customized per account to reduce typing
• Improved logo handling across all reports and documents
• Resolved issue where saved tax percentages were not syncing between devices
• Tax and retained percentage fields are now editable with manual entry support
• Paystub-generated fields now support manual overrides for greater flexibility 2.0.0 06/30/2025 Improvements & Fixes
• Resolved an issue where quarterly tax calculations were not correctly adjusting for paystubs generated in the final month of the quarter.
• Enhanced the user interface for the Transactions tab to improve usability and clarity. 1.4.3 06/15/2025 Improvements & Fixes
• Fixed an issue where Q2 taxes were not being calculated correctly.
• Resolved a display issue affecting year-end quarterly tax summaries.
• Corrected a bug where the app version number did not always update after an update.
• Pay stubs now default to displaying from newest to oldest. 1.4.2 06/04/2025 Improvements & Fixes
• Addressed a timing issue that caused the dashboard to appear before iCloud sync was fully complete.
• Corrected a problem where the custom date filter in Checkbook didn’t include the selected start date.
• Enhanced manual backup to ensure Checkbook transactions are now fully included. 1.4.1 05/05/2025 Version 1.4 — Sync Refinements & UI Polish

This update completes the new file system rollout and brings targeted improvements across the app:

• Migration Finalized: Your data now uses the updated structure introduced in 1.3, improving performance and future compatibility.
• Checkbook Filter Fixes: Custom date ranges now correctly include the full range of selected dates.
• Logo Sync Enhancements: Business logos now refresh more consistently across devices with better local caching.
• UI Tweaks: Minor layout and styling updates throughout the app.
• General Improvements: Behind-the-scenes optimizations for speed and reliability. 1.4 04/30/2025 Big improvements across the board:
• Smarter File System: Your data now automatically migrates to a new, more reliable structure for improved backup integrity and long-term protection.
• Enhanced Syncing: Paystubs, transactions, categories, and accounts now include timestamps and unique IDs for faster, more accurate iCloud syncing.
• iPad Optimization: Improved layouts for iPads
• Backup and Restore: Manual backup and restore processes are faster and more reliable than ever.
• New Animations: Fresh animations added for restoring, loading, and welcoming new users.
• Updated Transaction Controls: Quickly edit, delete, or mark transactions as cleared — all from a single menu.
• Connectivity Warnings: A new iCloud monitor alerts you when internet access is unavailable.
• Bug Fixes: Resolved an issue where clearing a transaction could sometimes fail. 1.3 04/28/2025 Improved iCloud sync reliability for business information.
Fixed an issue where the app version and build number were not displaying correctly on the Dashboard.
Resolved a problem where tapping to edit a Checkbook transaction would not respond on iPhone.
Updated iPad and iPhone layouts to fix a header alignment issue in Checkbook views. 1.2 04/21/2025 Added ‘All’ date filter option. Improved balance handling in transaction views. Minor UI enhancements. 1.1 04/18/2025 1.0 04/16/2025

version 2.2.1

• End of Year Now Works Any Time — You can now close out the previous year in January, February, March, or whenever you're ready. No more pressure to do it in January.
• End of Year Works Without iCloud — Local-only users can now run End of Year successfully. Previously the process would silently fail with no iCloud account.
• Automatic Local to iCloud Migration — If you weren't using iCloud and then sign in or free up storage space, your existing data automatically migrates to iCloud. Nothing needs to be re-entered.
• End of Year Already Done Screen — Attempting to run End of Year when the prior year is already archived now shows a friendly message explaining when the current year can be closed out.

version 2.2.0

• Fixed January YTD PDF Bug - YTD PDF now correctly displays tax amounts and retained earnings in January before performing end-of-year
• Improved End-of-Year Sync - Fixed sync issue where secondary devices wouldn't clear old data properly in January after end-of-year was performed
• Enhanced Previous Years View - Annual Summary redesigned to match Dashboard layout with 8 clear financial cards for easier viewing
• Year Detail PDF Improvements - Year Detail PDFs now match Reports PDF structure for consistency. Added Notes section to individual paystub details when memos exist
• Fixed Business Expenses Display - Previous Years view now correctly shows Pre-Tax Deductions from paystubs for accurate Business Expenses reporting
• Removed Quarterly Distribution Graph - Cleaned up Previous Years view by removing unnecessary quarterly distribution graph for a cleaner, more focused presentation

version -

version 2.0.1

Jul 1, 2025
Version 2.0.1
• Resolved an issue where net income was occasionally miscalculated on paystubs.
• Fixed a display issue in the Paystub PDF view that could cause totals to be cut off.