A calm money dashboard for the self-employed
Do you have money?
Is the tax set aside?
Set-Aside is a money dashboard for the self-employed. You record money in and money out; it shows your Net Position, separates a tax set-aside for you, and keeps a clean category breakdown.
Net Position
+$5,333.00
Tax set-aside
$1,203.00
Money in
+$5,500.00
Illustrative figures — your numbers live behind a login.
Why Set-Aside
Built around the three numbers you should care about
Your Net Position, at a glance
Money in and money out, summed into one number you can trust — with a trendline, not a grid.
Tax set-aside, separated automatically
A percentage of every positive period is set aside the moment the numbers land. No formulas to build.
Private by construction
Real accounts, your data belongs to you, and every row is protected. There are no shared documents.
The dashboard
One screen, always up to date
Net Position
+$5,333.00
Money in
+$5,500.00
Money out
−$167.00
Tax set-aside
$1,203.00
Getting started
Three steps from signup to your numbers
Sign up in seconds
A magic link is all it takes. No company setup, no accounting jargon.
Pick your money life
Freelance, business, personal, or creator — categories seed themselves.
Start recording
Add an entry in plain language or import months of history. Everything updates itself.
FAQ
Questions, answered
Do I need an accountant to use Set-Aside?
No. Set-Aside is built for the self-employed who want one honest number without building spreadsheets.
How is the tax set-aside calculated?
You pick a percentage (23% is a common default). Each positive period sets that share aside automatically, so you always know what you owe.
Is my financial data private?
Your data belongs to you. It lives behind your account, and every ledger row is protected — there are no shared documents.
What if a month has more out than in?
Your Net Position reflects the real number, and the set-aside only accrues on positive periods. Nothing is hidden.
Can I change the tax rate or categories later?
Anytime, in Settings. Categories, rate, currency, and which cards you see are all yours to adjust.
Your money life, finally in one number.
Free to try. A magic link is all it takes to see your Net Position.
Get started