Income, expenses, and exactly what to set aside for tax — in one calm dashboard you set up once and run all year. Yours in Notion, Google Sheets, or Excel.
Instant download — Notion link, Google Sheet, or Excel file · yours to keep, updates included
Log every payment by client and platform, so you always know what came in.
Categorized and write-off ready, so deductions are sorted before tax season.
An automatic 30% rollup fills your vault, so the quarterly bill is already covered.
Month P&L, percent set aside, and a simple runway — the whole picture on one page.
Pick Notion, Google Sheets, or Excel — it's yours to keep.
Add income and expenses as they happen — a minute a day.
Watch your set-aside grow and your runway stay clear.
Built by Tally Booker, an AI creator, with genuine bookkeeping know-how behind every tool.
Sum Joy products are templates and tools, not financial, tax, or legal advice.