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Finance & Tax Dashboard

Beta Focus: 2025 filings

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Use your Gymfile admin Google account to manage finance, tax, and invoice data.

Data stays in-memory (plus local browser storage) until back-end connectors are wired.

Bank reality

Import bank transactions

CSV upload

Upload your bank CSV to drive all income/expense reporting from actual cash movements.

Imported rows are stored and used for all revenue and expense calculations.

Quarter snapshot

Income & expenses

Current period

Kleinunternehmer (§19 UStG): no Umsatzsteuer collected or reclaimed; reporting via Einkommensteuererklärung with Anlage G + Anlage EÜR.

Income by category
    Expenses by category

      Revenue

      App Store revenue

      Proceeds

      Totals match the cash received on your bank account for EÜR-ready exports.

      Date Source Description Amount

      Cash out

      Expenses & invoices

      Net expenses

      Upload supplier invoices and ongoing spend such as ads or AI usage.

      Date Vendor Description Amount VAT % Owned VAT Category Attachment

      Invoices

      Upload supplier invoice

      PDF parsing

      Upload a PDF or image invoice. The server will parse it and try to match it to a bank transaction.

      Drop PDF here
      or click to browse

      Perfect matches are auto-assigned. Otherwise the invoice is saved as unmatched below.

      Date Vendor Amount Attachment Actions

      Exports & compliance

      Exports for your Steuererklärung

      • Ready CSV export for EÜR (cash basis)
      • Note Kleinunternehmer (§19 UStG): no VAT reporting or ZM required
      • Next ELSTER XML export
      • Next Steuerberater upload target