No subscriptions. No accounts. No cloud. Everything runs on your own computer, on your own files — with AI doing the busywork and you doing the deciding.
Free: the Freelancer Tax-Deadline Checklist — every date and set-aside that matters, one page. Delivered to your inbox.
Send me the checklist →The complete 5-file system — ledger, AI prompt pack, weekly report — at the $19 founding price, locked forever.
Visit the store →Five files. Ten minutes to set up. About ten minutes a week after that.
Log money-in and money-out with auto tax-category mapping, monthly totals, and a tax snapshot tab. Macro-free Excel; works in Google Sheets.
Step-by-step setup for the free, local-first budgeting app — plus a "spreadsheet or Actual?" decision check so you don't build more than you need. Optional.
Copy-paste prompts that categorize a bank CSV in one paste, draft your weekly money report, flag possible deductions, and run a quarter-end checklist. Any AI you already use.
A one-page weekly money report: income, expenses, one win, one watch item, one next step. Five minutes a week.
Plus a README Quick Start walking the whole 10-minute path — and every future update of this kit, free to founding buyers.
No. The ledger and report template are spreadsheet files (Excel or free Google Sheets). Actual Budget, in the optional guide, is free and open-source. You'll use whatever AI you already have access to with the prompt pack.
Any capable AI chat — ChatGPT, Claude, Gemini, Copilot, or a local model on your own machine. The prompts are plain text; paste and go. Notes on minimizing what you share are included.
The kit itself never connects to anything. If you choose to paste a bank CSV into an AI chat, that's your choice and your AI provider sees it — the prompt pack shows you how to paste only what's needed (no account numbers).
Both work. The files are macro-free .xlsx; formulas, dropdowns, and formatting carry over to Google Sheets (instructions in the README).
No — it's organized record-keeping that makes tax time easier. Items flagged ASK YOUR CPA go to your CPA. The kit never gives tax advice.
Instant download after checkout — 6 files covering the 5-piece kit (2 spreadsheets, 2 PDFs, the README, and the prompt pack in both PDF and plain-text form). No account creation, no shipping.
Reply to your purchase email within 14 days of the day you bought it and you get a refund. No forms, no hoops. Every founding-price buyer gets the full 14 days from their own purchase date — even if that lands after the founding period ends.
The first buyers are taking a chance on a new shop. $19 locked for life is how we thank them — and it ends on a real date, not a fake timer.
Ten minutes of setup today. About ten minutes a week after that. CPA-ready records all year.
Get the Kit — $19 founding price →Instant download · 6 files · 14-day refund during founding