How to Automatically Track Your Expenses in Excel

How to Import Trades into Sharesight Using CSV (CommSec, Selfwealth, Superhero)

Learn how to securely import your investment trades into Sharesight using CSV files from brokers like CommSec, Selfwealth, and Superhero—no passwords required.

Sharesight Review: An Accountant’s Take on CGT, DRPs & Tax Reporting

Sharesight promises to simplify tax reporting for investors—but does it deliver? As an accountant, I break down the pros, cons, and common mistakes to watch out for, plus how to set it up correctly for CGT and dividend tracking.

Claiming Vehicle Expenses in Australia: How One Uber Driver Unlocked $5,675 in Tax Savings

In this guide, I break down how one Uber driver boosted his vehicle deduction by $16,940 using the ATO logbook method, and how any Australian sole trader—whether you’re a content creator, freelancer, or mobile service provider—can apply the same strategy. You’ll learn the difference between the cents-per-kilometre shortcut and the logbook method, get step-by-step instructions to lodge your claim in myTax, and grab a free downloadable logbook to start tracking today.

Track Expenses Automatically in Excel — Free Budget Spreadsheet

Learn how to download bank transactions, auto-categorize your spending, and build a monthly budget — all in Microsoft Excel. No subscriptions, no cloud apps, and no tech jargon. This offline expense tracker is built for sole traders, side hustlers, and privacy-first creators who want results, not theory. Let me know if you'd like alternate versions for landing page copy or meta tags too!