Landlords who manage their own lets
Sole traders and the self-employed
Households, couples and flatmates
Drivers and trades who cross zones and tolls
SurveyRoom-by-room surveys with automatic areas and a branded report. Free demo, then from £39 once.16 free tools that run in your browser, 3 web apps for site work and 14 pay-once downloads, in five categories.
One folder system for every property, a checklist of the 21 documents you should hold, and a rule for naming files.
| Property | Next due | Status |
|---|---|---|
| Flat 2, Elm Rd | 10 Dec 2026 | Due soon |
| 14 Mill Lane | 30 Mar 2027 | OK |
| 7 Park View | 20 Sep 2026 | Overdue |
Every certificate and deadline in one spreadsheet. Next due dates work themselves out and turn amber, then red.
| Due | Paid | Arrears | Status |
|---|---|---|---|
| 1 Aug | £500.00 | £495.00 | Part paid |
| 1 Sep | £1,490.00 | £0.00 | Paid late |
| 20 Sep | £1,250.00 | Not paid |
Log rent as it arrives and repairs as they're reported. Arrears add up per property and the year summary is ready for your tax return.
Ready-to-edit letters for the moments landlords most often get wrong: pet requests, rent increases and the information sheet.
Property & letting
| Quarter | Income | Costs | Profit |
|---|---|---|---|
| Q1 | £1,130.00 | £81.47 | £1,048.53 |
| Q2 | £900.00 | £88.60 | £811.40 |
| Year | £2,450.00 | £175.07 | £2,274.93 |
Log income, expenses and mileage as you go. It adds everything up by quarter and gives you your profit for the tax return.
Invoices numbered for you, an invoice that fills itself in from one number, overdue payments in red, and a monthly tax pot.
Everything to gather before you log in to Self Assessment, a simple profit worksheet and the key dates.
Tax & Self Assessment
| Item | Per month | Share |
|---|---|---|
| Coming in | £2,400.00 | |
| Essentials | £1,700.00 | 71% |
| Left over | £250.00 | 10% |
The offline version of the free planner. Budget your take-home pay once, then track each month against the plan.
| Category | Spent | Limit | Status |
|---|---|---|---|
| Groceries | £312.40 | £320 | Nearly there |
| Eating out | £92.45 | £80 | Over limit |
| Transport | £119.40 | £150 | OK |
Log every purchase in seconds, or paste rows from your bank's CSV. Anything over your limit turns red.
| Bill | A year | Deal |
|---|---|---|
| Broadband | £384 | Ends in 20 days |
| Gym | £360 | Deal ended |
| Disney+ | £108 | To cancel |
Every direct debit and subscription in one place, with a warning before a deal ends and what cancelling would save.
| Goal | Saved | A month |
|---|---|---|
| Emergency fund | £3,750 | £188 |
| Christmas | £350 | £83 |
| Holiday | £1,550 | £25 |
Plan up to ten goals and see how much to put by each month to hit each date.
| Item | Avalanche | Minimums |
|---|---|---|
| Debt-free | Jul 2028 | Apr 2032 |
| Interest | £1,463.51 | £4,505.77 |
| Saved | £3,042.26 |
See when you'll be debt-free, the interest you'll pay and which debt to clear first: avalanche, snowball or minimums.
| Person | Paid | Share | Item |
|---|---|---|---|
| Alex | £1,496.45 | £1,264.82 | Owed £231.63 |
| Sam | £762.38 | £994.01 | Owes £231.63 |
Share bills and spending fairly between two to four people, and see who owes whom at the end of the month.
Money & budgeting
Choose the job and the hazards, and get a full risk assessment and method statement as an editable Word file.
Site & construction
Both web tools on one licence key. Solo £59 or Team of 5 £179, once, instead of £68 and £208 bought separately.
| Charge | Pay by |
|---|---|
| London ULEZ | 3rd day after |
| Clean Air Zones | 6th day after |
| Dartford Crossing | Midnight next day |
Pay every zone and toll on time, keep proof in one place, and challenge a wrong fine with a clear letter.
Try a shorter word, or .
Grouped by job, for less than buying each pack. The Everything bundle covers the 8 landlord, self-employed and driver packs.
Property & letting
Tax & Self Assessment
Money & budgeting
Landlord, self-employed and driver packs
All 8 landlord, self-employed and driver packs. The Money planners are not included.
Site & construction
Both web tools on one licence key. Team of 5: £179 instead of £208.
