Be a Regular on Your Bookkeeping

April 21, 2021

In the last couple of weeks, we have added a couple of ways of helping you set a regular time on checking your freelance business cash flow and managing your expenses.

Reminders

You can enable Push notifications and select what kind of reminders you want to receive via Push or email.

We only send three types of reminders to keep you on track.

  • Weekly Reminders: Monday mornings may be a good time to take a look at last week's financial transactions. So you will be reminded about how many transactions you got and the potential amount of deductions you can make by classifying those transactions.
  • Income Updates: You will get reminders every weekday evening if you have new money coming into your accounts. You will not forget to classify them if they are business income.
  • Important Tax Information: If you are self-employed, you generally need to make estimated tax payments, including self-employment and income tax. You will get reminders before the estimated tax payments due dates, so you will not miss your payments.

Widget

You can now add the Lunafi widget to your iPhone's home screen and take a glance at your profit, the estimated tax owed, and your bookkeeping progress very quickly. Aim to keep your progress as closely as possible to 100% so that you know your business financials.

Please don't hesitate to send us a message if you have a feature request, found a bug, or just want to say hi.

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