Freelancer Finance
Smooth out lumpy income — set aside taxes, build a buffer, and track every client payment.
What installing it creates
11 items in total — 2 goals · 3 tasks · 1 habit · 3 budgets · 2 automations — all tagged #freelancer-finance so you can see, edit or remove the whole system at once.
Goals(2)
3-month runway buffer
Save three months of expenses so a slow month never becomes a crisis.
Tax set-aside
Park 30% of every invoice for quarterly taxes.
Tasks(3)
Send invoices
WeeklyeasyChase overdue payments
WeeklymediumMonthly money review
Monthlymedium- Categorize expenses
- Move tax set-aside
- Check runway
Habits(1)
Log today's income & expenses
DailyBudget categories(3)
Business Expenses
$400/moSoftware & Tools
$150/moTaxes
No monthly capAutomations(2)
Income landed → set aside taxes
Suggest firstWhen a Income is created → Move to tax set-aside
Large expense → review budget
Suggest firstWhen a Expense is created → Review budget
Tags applied(2)
Freelance income is not low, it is uneven — and uneven income breaks every budgeting habit built for a salary. The month you invoice three clients feels like a raise, and the month two of them pay late feels like a crisis, even though the year averages out fine.
This system separates the money that is yours from the money that is only passing through. A tax set-aside goal takes its cut on the way in, a runway goal absorbs the rest, and two automations suggest the transfer at the moment an invoice lands rather than at the end of a quarter you have already spent.
What changes after a month
- You know your runway in months, not in vibes
- Quarterly tax is money you already moved, not money you have to find
- Overdue invoices have an owner and a recurring nudge
Does it connect to my bank?+
No. This system installs the structure — goals, categories, recurring tasks and automation rules. Income and expenses are entered by you, including by voice.
Do the automations move money on their own?+
No. Both ship in suggest mode, so Tase proposes the action and you confirm it. Nothing runs behind your back.
Is 30% the right tax set-aside?+
It is a common starting point, not advice. Your rate depends on where you live and how you are taxed — change the goal target to whatever your accountant says.
Install this in Tase
Free to start, no card. The system installs into the app on iPhone and the web today; Android and macOS are in development. Everything it creates is yours to edit or delete afterwards.
Install this in Tase