# SoloBooks: Self-Employed App > Private bookkeeping for sole proprietors: receipts, statements and a fiscal year of income and expenses, on iPhone and iPad. SoloBooks is bookkeeping for a business of one. Scan a receipt or import a statement, confirm what it read, and every expense lands in its tax category with the receipt beside it, ready for your fiscal year. It all stays on your device and in your iCloud. - Web page: https://wizeyes.com/solobooks - App Store: https://apps.apple.com/app/id6499502959 - Developer: WizEyes Tech Inc. (support@wizeyes.com) - Category: Finance - Platforms: iPhone, iPad, iOS 17.0 or later ## The paperwork, handled. ### Every way a receipt arrives Scan Receipt with the camera, Choose Photos, or import a file. Share an emailed PDF invoice from Mail without leaving it, or tell Siri to Log Expense. SoloBooks reads the merchant, date, total and tax on your device, and puts what it read in To Review for you to confirm. ### Statements in, drafts out Import bank and card statements as CSV, OFX, QFX, QBO or PDF. New transactions wait in To Review: swipe right to confirm, or tap to fix the category first. Rows already in your books are skipped. Charges and income that repeat are suggested as recurring, and you can add, edit or end your own. ### Categories with their tax lines In Canada, the expense categories carry the line numbers of the CRA's statement of business activities, like Office expenses · 8810. In the US, the categories follow Schedule C. Tags sit beside them, with suggestions from your history and Bulk Edit for many rows at once. ### A receipt for every expense Receipts are filed in iCloud Drive under SoloBooks › Receipts, one folder per fiscal year, named for their transaction. They show as thumbnails and open in a preview with Share, Replace and Remove. Missing Receipts lists the expenses still without one. ### Foreign charges, at the Bank of Canada's rate An amount in US dollars or another currency is converted at the Bank of Canada's daily rate for its date, a rate the CRA accepts. The rate is saved on the transaction, where you can change it to what you were actually charged. ### The fiscal year, in one file Fiscal Year Summary totals income and expenses by category and by tag, for your current year, the previous one or any other. Export writes the year to a CSV, or to a zip with every receipt file and a Receipt column pointing to each. ## From a shoebox of receipts to a closed year. 1. **Set your year.** Pick your home currency and the day your fiscal year ends. The categories are set for your region, with their tax lines. 2. **Capture as you go.** Scan receipts, share invoices and import statements. SoloBooks reads them and lines them up in To Review. 3. **Confirm and export.** Swipe through To Review, add what's missing, and export the year with its receipts for your accountant or your return. ## Your books stay on your desk. SoloBooks has no account and no WizEyes server, and never asks for a bank login. Receipts are read on your device, and your books are stored on your iPhone or iPad and in your own iCloud, so they're on every device you use and nowhere else. - No sign-up, no WizEyes account, no bank login. - Receipts and statements are read on your device, never uploaded to be read. - Stored on your device and in your iCloud, nowhere else. - Exchange-rate lookups send only dates, to the Bank of Canada. > Your data is stored exclusively on your device (iPhone or iPad) and your iCloud account. > (Settings › Human Friendly Privacy Policy, in the app) ## Frequently asked questions ### What is SoloBooks good for? SoloBooks is a good fit for: - Sole proprietors and freelancers keeping their own business books. - Canadians filling in a statement of business activities (T2125), with expense categories already on its lines. - Scanning and keeping receipts, filed by fiscal year, with a list of expenses still missing one. - Importing bank and card statements (CSV, OFX, QFX, QBO or PDF) and reviewing them before they count. - Business charges in US dollars or other currencies, converted at the Bank of Canada's daily rate. - Handing an accountant a year of income, expenses and receipts in one export. ### What isn't SoloBooks for? Look elsewhere for: - Invoicing clients, payroll, inventory or double-entry accounting. - Syncing with your bank: you import statements yourself. - Filing your return or giving tax advice. - Household spending and budgets: that's [Spendwise](https://wizeyes.com/spendwise). Setting money aside for tax: that's [Savings Room](https://wizeyes.com/savings-room). - Android or the web: SoloBooks runs on iPhone and iPad. ### Does it connect to my bank? No. Download a statement from your bank as CSV, OFX, QFX, QBO or PDF and import it, from the Add menu or by sharing the file to SoloBooks. It never needs a login. ### How does it read a receipt? On your device. Apple's text recognition reads the receipt, and on iOS 27 or later Apple Intelligence's on-device model reads it where it's available. SoloBooks fills in the merchant, date, total, tax and a likely category, and the draft waits in To Review until you confirm it. ### Which tax categories does it use? It depends on your region. In Canada, expense categories carry the line numbers of the CRA's T2125, like Advertising · 8521 or Travel · 9200. In the US, the categories follow Schedule C. You can rename them, add your own and set their codes. ### Where are my receipts kept? In iCloud Drive, in a SoloBooks folder with one folder per fiscal year, each file named for its transaction, like 2026-10-28 Starbucks 12.40.pdf. Without iCloud Drive they stay on your device in the same layout, and move over once it's on. ### How are foreign amounts converted? At the Bank of Canada's daily rate for the transaction's date, or the business day before on weekends and holidays. SoloBooks asks the Bank of Canada for that day's rates, sending only dates. You can change any rate to what your card actually charged. ### Can I give my accountant everything? Yes. Export a fiscal year as a CSV, or turn on Include Receipt Files for a zip with every receipt and a Receipt column naming each file. ### Does it sync between my iPhone and iPad? Yes, through your iCloud account. Transactions and receipts you add on one device show up on the others. ### Does it give tax advice? No. It keeps your records and adds them up. What you can deduct, and how to file, are questions for an accountant or the tax authority. ### What do I need? An iPhone or iPad running iOS 17 or later. Reading receipts with Apple Intelligence needs iOS 27 and a device that supports it. ## Privacy Policy Last updated 2026-11-05. Canonical page: https://wizeyes.com/solobooks/privacy ### Introduction Welcome to SoloBooks. This Privacy Policy explains how we handle your personal information and data. The policy is applicable to the SoloBooks app available on iOS devices. ### Information Collection and Use It is important to note that our app is designed to store all your data locally on your device or on your iCloud account. We do not collect, transmit, or store any personal information through SoloBooks. ### Data Storage and Security All data entered into SoloBooks is stored locally on your device and can be synced with your iCloud account. We do not have access to any of the data you store in the app, and we do not store or transmit your data to any external servers. The only request SoloBooks makes to another service is the exchange rate lookup described below, which sends dates only. ### Receipts and Reading Them SoloBooks asks for the camera only to scan receipts, and opens Photos and Files only for the items you choose. Reading a receipt, invoice or statement (the merchant, date, total and tax) happens on your device, using Apple's on-device text recognition and, where available, Apple Intelligence's on-device model. Your documents are not sent to us or to anyone else to be read. ### Exchange Rates When a transaction is in a currency other than your home currency, SoloBooks fetches that day's published exchange rates from the Bank of Canada. The request contains only the dates being looked up; no amounts, merchants or other transaction data are sent. Like any website request, it reaches the Bank of Canada's servers from your device's internet connection. The rates are kept on your device so they are not fetched again. ### iCloud If you enable iCloud syncing, your data will be stored in your iCloud account and will be subject to Apple iCloud Terms and Conditions and Privacy Policy. ### Changes to This Privacy Policy We may update our Privacy Policy from time to time. Thus, we advise you to review this page periodically for any changes. We will notify you of any changes by posting the new Privacy Policy on this page. These changes are effective immediately after they are posted on this page. ### Contact Us If you have any questions or suggestions about our Privacy Policy, do not hesitate to contact us at support@wizeyes.com. ## Disclaimer SoloBooks is a record-keeping app. It doesn't give tax, accounting or legal advice. Exchange rates are published by the Bank of Canada, for information only. Amounts and businesses on this page are samples. iPhone, iPad, iCloud and Siri are trademarks of Apple Inc.