Finance

TaxNest Pro

Log independent income, estimate a reserve, and see what may be safe to spend without linking a bank.

$1.99

Version 2 · Updated August 5, 2026

Available on iPhone & Mac

iPhone
Mac

Get support Privacy policy

Prices can vary by region. The App Store shows the current price.

About TaxNest Pro

Income set-aside tracker

TaxNest Pro helps independent earners log income, estimate what to set aside, and see what may be safe to spend.

Built for creators, freelancers, contractors, side hustlers, photographers, coaches, influencers, and self-employed workers, TaxNest Pro keeps income tracking simple.

Manually enter each income payment, choose a source and category, and instantly review your estimated reserve amount and safe-to-spend amount. Use the dashboard to see this month’s income, estimated reserve, safe-to-spend total, and your current set-aside rate.

One purchase unlocks everything below. There is no trial, no in-app unlock, and no subscription.

TaxNest Pro includes:

Unlimited income entries
Full history filters
CSV export
Tax Nest saved balance tracking
Quarterly target tracking
Local quarterly review reminders
App Lock with device authentication where available
Full reserve breakdown details

Designed for privacy:

No account required
No bank linking
Local-first income storage
No ads
No third-party analytics SDKs

TaxNest Pro is built for planning and organization. It does not file taxes, connect to bank accounts, calculate final tax liability, submit forms, or replace a qualified tax professional.

TaxNest Pro provides rough estimates only and is not tax, legal, or accounting advice. Consult a qualified tax professional for your situation.

Highlights

What TaxNest Pro does best.

01
Manual income tracking by source and category
02
Estimated reserve and safe-to-spend dashboard
03
History filters, CSV export, targets, and local reminders

How it works

Step by step.

Enter each income payment and choose its source and category.
Review the estimated reserve and safe-to-spend amounts.
Track the saved balance, quarterly targets, or export your history.

Privacy at a glance

What happens to your data.

TaxNest Pro stores manually entered planning records locally and does not require a TaxNest account, cloud database, bank connection, or developer backend.

Read the full privacy policy

What’s new Version 2

Updated August 5, 2026

TaxNest Pro is now a single up-front purchase. I removed the separate in-app unlock, so everything is included from day one.

FAQ

Common questions

Why does a reserve or tax estimate differ from my return or professional advice?

TaxNest applies editable percentage assumptions to the profile and records you enter; defaults are not official federal, self-employment, state, local, payroll, deduction, credit, filing, or penalty calculations. Generic reminders near calendar-quarter end are planning prompts, not IRS or state deadlines. Verify rates, eligibility, records, forms, payments, and deadlines with current official sources or a qualified tax professional.

Does TaxNest connect to my bank, employer, payroll service, or tax agency?

No. Data entry is manual and there is no account, bank connection, cloud sync, or developer server. Notifications are local reminders. Reports or exports are created only when you request them.

How do I clear TaxNest information?

Delete individual records or use Clear All Data. Clear All Data removes local entries and profile information, resets onboarding and app-lock state, and cancels reminders. Files previously exported remain at their saved or shared destinations and must be deleted separately.

Who handles App Store billing or refund requests?

Apple processes App Store purchases and eligible refund requests and does not provide TaxNest Pro with your full payment-card details. Use Apple’s Report a Problem service or Apple Support for a billing or refund request. Contact TaxNest Pro support for an app-function problem.

Does TaxNest sync between iPhone and Mac?

No. The reviewed version stores separate local records on each device and has no TaxNest account, cloud sync, bank, employer, payroll, or tax-agency connection. Export files intentionally if you need a copy elsewhere, then protect and delete those files separately.

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