iPhone Screenshots

Description

Finances simplified for​ freelancers. Get a real-time estimation of your tax savings and taxes owed far before the tax season arrives. Manage your business and personal finances in one place and uncover your hidden expenses with possible write-offs personalized to your profession.

FEATURES:

- Real-time tax estimation: See your estimated tax owed for your 1099 self-employment and federal income taxes for your freelance business.

- All transactions in one place: Connect your checking, credit card, and Paypal accounts securely or add transactions manually to start managing your expenses and business income.

- Tax savings: See how much you will save with each business expense without the need for knowing IRS's deduction rules.

- Possible write-offs: See suggested write-offs personalized to your profession.

- Automated tasks: Create rules for your regular business expenses to classify upcoming transactions automatically.

- Automated exclusions: Auto exclude transactions like payments to credit card balances and transfers to see what is relevant to your business income and spendings.

- Categorize your income: Categorize your business income correctly if you have both full-time and side jobs.

- Earnings by client: Add clients to your income and see who is your best paying client.

- Reports: Generate Profit & Loss and Expense Reports and send the reports via email.

- Security: Your personal data security is important to us. Your personal data is secure with read-only access to your financial institutions through Plaid, and all network traffic is encrypted using Transport layer Security (TLS).

Lunafi does not provide tax advice or tax preparation, legal or accounting services of any kind to any individual.

What’s New

Version 1.6.1

With this release, you will better understand your tax liability with the new detailed breakdown card and how Lunafi calculates estimated tax savings per transaction.
You can also filter transactions by Earning vs. Spending.

Ratings and Reviews

4.8 out of 5
34 Ratings

34 Ratings

Needed a lawyer ,

Freelancer Tool for Finances, Taxes, and Expenses

This app has been one of the most helpful tools I've used in years! I use it mainly to track my finances from my different freelance clients. I can also get real-time estimates of my taxes, and you also see estimates for tax deductions which is super helpful - I've even discovered new items that I can deduct!! I've worked for years as a contractor and Lunafi helps easily keep your expenses straight while also calculating your write-offs. Say goodbye to booking. Whether you're a w2 worker or 1099 this is a godsend to anyone that needs to keep track of their self-employed finances.

wmcalvin ,

So simple & helpful!

I am a recent college graduate and new to the freelance world so everything was a little terrifying at first. The one thing I have been warned about over and over again is making sure to save money for taxes at the end of the year while self-employed. I hadn’t found a tool that would help me do this until Lunafi. The app is so simple to use and helps me analyze my income vs. expenses and what I will owe for taxes. I definitely have more piece of mind seeing my finances all in one place and Lunafi makes it so easy to differentiate between clients as well. A must-use tool for any freelancer!

sirslothcelot ,

Makes freelance finance management soooooo much easier

I used to track my income and expenses in a google sheet and lemme tell you: things got ugly. Now that I’m using Lunafi I can see - in real time - how much I’ve made and what I’ll owe in taxes at the end of the year so I can actually set (and each!) my financial goal. I appreciate how Lunafi makes tracking my finances super easy rules to classify transactions and identify possible write offs. I’m saving money I didn’t even realize I was frittering away! Plus I feel more confident knowing where I stand financially. Honestly, Lunafi has been a godsend.

App Privacy

The developer, Lunafi, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers
  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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