Weekly bookkeeping checklist for gig workers and small businesses

Drivers can start with an Uber, Lyft or delivery-platform earnings summary. Small businesses can start with payments received and sales records. Keep the original records alongside the entry, and use consistent dates.

• Check the app, date range, currency and total before saving an extracted screenshot.
• Distinguish gross earnings, fees and the amount deposited. A bank deposit may not equal gross income.
• Do not add a weekly summary again if the same earnings are already entered individually.
• Keep unpaid invoices visible, but do not mistake an invoice for spendable cash.

A screenshot is a starting point, not a replacement for complete records. How income is reported also depends on the accounting method you use.

A receipt helps explain an expense; uploading one should not create a second expense when the purchase is already recorded. Match the supplier, date and amount, and note the business purpose.

• Separate business and personal spending; record only the business portion of mixed-use costs.
• Check receipt-reading results rather than accepting every extracted category automatically.
• Keep unpaid bills apart from costs already paid so upcoming commitments remain visible.
• For business travel, retain a mileage log with dates, distance and business purpose; an earnings screenshot is not a mileage log.

The IRS generally requires business expenses to be ordinary and necessary. Vehicle deductions have additional rules: do not assume fuel and standard mileage can both be deducted for the same use.

Read the mileage recordkeeping guide.

A tax set-aside is an estimate, not a tax payment. Your final obligation depends on income, deductions, filing status, other withholding, location and applicable rules. Saving a fixed percentage is not a guarantee that you have saved enough.

Check estimated-payment requirements using IRS guidance, and ask a qualified tax professional when circumstances are unclear. Hate Ledger estimates do not move or lock your money.

Choose a consistent day, use the same date range and compare your own weeks—not another business’s figures.

• Confirm the week's income and costs, and correct missing or duplicated entries.
• Review upcoming bills and money customers still owe you.
• Check estimated taxes and what remains before deciding what to spend.
• Save a weekly check-in summary and choose one concrete next action: collect an invoice, find a receipt or update your mileage log.

Hate Ledger offers weekly check-in summaries and milestone recognition for both audiences. These are useful records, not cash rewards or a promise of savings.

Free account, no card required. Receipt reading begins with the existing 7-day Pro trial; paid upgrades are optional.