What if I’ve been using a different expense and income tracker?
No worries. If you wanted to import your data without using Finmo’s tracker, we can do that for you. We do this free of charge for those with our Complete package.
What if I don’t want to use Finmo’s app and just want to send in my expense list?
No problem, we can sort this for you. It’ll be free of charge for those with our Complete package.
What if I need an Accountant to do some research based on my specific situation?
In most cases, our Accountants have the answers they need at their fingertips. However, some people have very specific situations that may require some more in-depth research. In these cases, we’ll do one of two things. We can refer you to someone in our network who specialises on the topic in question or will charge you a one-time fee for the research. You can discuss this with your Tax Expert before any payments.
If I don’t want to do my Self Assessment through Finmo, can I export my data?
While we’d recommend carrying out your Self Assessment through Finmo, it is possible to get your data exported if you decide to go down another route. This will be in .csv file format (or .xlsx or .pdf if you’d prefer). Along with your transactions, descriptions, dates and tags, we’ll also provide the HMRC categories if applicable. We can do this for £25 + vat – just email us at firstname.lastname@example.org to get started. The reason we recommend doing your Self Assessment with us, though, is because we’re able to offer on-hand expert advice throughout the process, and can help you optimise your taxes fully at a fraction of the usual accountancy cost. Want to chat it through? We offer a free consultation to anyone who’s interested.