Sage Record Keeper Mobile

For self employed people on the go, Sage Record Keeper is a free iPhone app for keeping quick and convenient control of cash records and CIS deductions. Estimating and completing your tax return or meetings with the bank are no longer hard work when the essentials are already to hand.

  • Effortless cash control on the move - from the experts

  • Designed for busy self-employed people, sole traders and sub-contractors to manage simple cash records anytime, anywhere.

    Sage Record Keeper is the free and easy way to see cash coming in and out of your business and avoid paying tax penalties.

    With Sage Record Keeper you can:
    • Record cash in and cash out
    • See your balances at a glance and track CIS deductions
    • You can even take photos of your receipts - no longer worry about losing them
    • Estimate the current year's tax and refer back to previous ones

    With all the information you need at hand, completing your tax return or staying on top of things has never been easier.

    Sage Record Keeper mobile app

  • Special features from Sage

    TickView month by month balances

    TickStore unlimited previous tax years

    TickTake multiple photos of receipts

    Tick Record automatic CIS deductions

    TickOrganise yourself with category tags

    TickSearch and filter your records

    Standard features

    TickRecord income and expenses

    TickReminders for tax deadlines

    TickAccess guidance from HMRC

    TickBack up your information using iCloud

  • Download for free

    Sage Record Keeper is completely free and available to download for iPhone.

    Available to download on the App Store

  • Want more control over your finances?

    Sage One finance icons

    Get simple online cashbook management with Sage One Cashbook, or full online accounting and VAT management with Sage One Accounts.

  • Got questions?

    Q

    Do I need any other Sage software to use the app?

    A No you don't. Sage Record Keeper is standalone and doesn't require any other Sage software.
  • Free and handy

    • FREE and unlimited use
    • Add and search for information in seconds
    • Keep track of cash using category tags to see what you're spending

    Keep records on the go

    • Record income and expenses anytime, anywhere
    • If you're a subcontractor keep track of CIS deductions
    • Instantly see your cash balances
    • Store up to 6 tax years for reference or auditing
    • Keep photos of your receipts for easy worry-free organisation and auditing

    All your info in one place

    • Have the right information in one place and ready to go
    • Record CIS deductions as you go, and see monthly and yearly totals
    • Access HMRC guidance to understand and estimate tax liability
    • Set deadline reminders to avoid paying penalties
  • In depth information about the Sage Record Keeper app for iPhone

  • Record income and expensesRecord income and expenses

    Wherever you are you can record cash coming in and going out in seconds, and don't worry about losing receipts; just take a photograph and add the details later.

    You can add optional details, references and notes to jog your memory if you need to refer back to a transaction later. It's simple to distinguish between cash, cheque and card transactions making it easier to see your cash flow or check off your monthly Credit Card bill.

    If you're a subcontractor you need to keep track of and manage CIS deductions. With your Free Record Keeper app it's simple to record. Switch on Standard or Higher Rate deductions as you need to - saving you time totalling up deduction statements from contractors.

    • Quick links to record income and expenses in seconds
    • Enter details, specify type of payment used and add notes
    • Attach multiple photos per transaction
    • Edit transactions to make corrections or changes
    • Enter Standard or Higher rate CIS deductions
  • Categorise and search

    Use default category tags or create new ones to group income and expenses together, for example, Travel Costs or Entertainment. Add more than one tag to expenses if they cover several outgoings.

    It's quick to find information especially if you've got lots of transactions. Search and filter can be used on tags, values and other transaction details plus you'll get an instant running balance.

    • Add and customise tags for transactions to group them into categories
    • Add several tags to each transaction
    • Search and filter by category, supplier / customer, amounts or other details
  • Balances and cash position

    Effortlessly organise your financial records, so information is instantly at hand to help you understand your cash position, complete tax self-assessment and meet with the bank.

    At a glance see Income and Expense totals and a running balance for the current tax year and drill down to monthly amounts and transactions. A simple tap shows previous years and also subcontractors can see a total of CIS deductions made in the year.

    Quick links for recording Income and Expenses, so you can record cash in and out in seconds.

    • View current year to date balances
    • View month by month balances and drill down to transactions
    • Store several years of records for auditing or reference
  • Guidance and reminders

    Included in the app are links to HMRC information and guidance to help you understand and manage Tax Self-Assessment and estimate your tax liability.  

    We can also help you avoid paying penalties by providing deadline reminders that can be added to your iPhone's calendar.

    • Access HMRC guidance and information within the app
    • Set deadline reminders in your iPhone's calendar
  • Export and delete

    For use outside of the app you can export all or just a selection of transactions and photos as CSV and image files. They're automatically attached to an email for sharing with anyone.

    Use delete to clean out previous years’ transactions and reduce the amount of data you're storing.

    • Export transactions and photos
    • Backup your information using iCloud
  • Download for free

    Sage Record Keeper is completely free and available to download for iPhone.

    Available to download on the App Store

  • Want more control over your finances?

    Sage One finance icons

    Get simple online cashbook management with Sage One Cashbook, or full online accounting and VAT management with Sage One Accounts.

  • Share your thoughts

    We'd love to hear what you think about our new Sage Record Keeper Mobile app.

    Leave your feedback

  • Got questions?

    Q

    Do I need any other Sage software to use the app?

    A No you don't. Sage Record Keeper is standalone and doesn't require any other Sage software.
  • Got questions?

  • Who can use Sage Record Keeper?

    Anybody that needs to record cash in and out while they're on the go. It's ideal for self employed people and small businesses that have a turnover of less than £77,000.

    Which phones will it work on?

    Sage Record Keeper is available for iPhone and iPad 4.3 and later.

    Android, Blackberry and other apps aren't available right now but please email us and we'll let you know when they are.

  • Can I get technical support?

    Because Sage Record Keeper is designed to be enjoyable and intuitive to use you'll find its simple and straightforward. If you have any feedback or problems to tell us about please let us know.

    Do I need any other Sage Software?

    No you don't, Sage Record Keeper is standalone. However if you decide you need more control of your money we have great solutions we'd love to talk to you about!

  • How can I backup?

    If you're using iCloud then everything is taken care of already. Otherwise tap the More menu in the app and select Export to backup all your transactions and photos.

    How much data can the app hold?

    There's no limit to the number of transactions or previous years the app can hold.

  • What does it cost?

    Nothing at all. Sage Record Keeper is completely free to use.

    What if I’m a Subcontractor?

    Sage Record Keeper automatically applies CIS deductions at the rate you choose.

  • How do I delete information?

    Just swipe and tap Delete on the transaction or year you want to remove from the Income, Expense or Tax year screens.

    How do I enter Income and Expense balances part way through the year?

    Tap Add Income or Add Expense and create a new record for your totals to date.

  • Download for free

    Sage Record Keeper is completely free and available to download for iPhone.

    Available to download on the App Store

  • Want more control over your finances?

    Sage One finance icons

    Get simple online cashbook management with Sage One Cashbook, or full online accounting and VAT management with Sage One Accounts.

  • Share your thoughts

    We'd love to hear what you think about our new Sage Record Keeper Mobile app.

    Leave your feedback

  • Got questions?

    Q

    Do I need any other Sage software to use the app?

    A No you don't. Sage Record Keeper is standalone and doesn't require any other Sage software.