Whether you’re a new user or an existing user just wanting to use Hurdlr more effectively, the tips outlined here can help you save time, money, and headache on your business finances and taxes.

Link your banks/credit cards to stay on top of your finance tracking: Linking the bank accounts and credit cards that you use for your business lets you automatically track your finances, ensuring that you capture all of your possible deductions and can stay up-to-date on your finances. Follow the steps here to link your bank or credit card.

If your bank/credit is unsupported or you don’t want to link it, create a Manually Tracked Account and use the CSV Import feature

If your bank/credit card is currently unsupported or you don’t wish to link it, we recommend saving time and ensuring accuracy by importing a csv file of your transactions. You’ll be able to add a manually tracked account to associate the transactions with, then import the transactions from your file directly into your Hurdlr where they’ll be listed for you to tag as Business or Personal. Click here to learn how to import a csv file.

Stay on top of tagging your transactions: If you’ve linked your bank or credit card, we recommend tagging your transactions regularly (either as they pull into your Hurdlr account, a weekly basis, or some other regular interval). Untagged transactions aren’t reflected in any of your reports, tax estimates, or totals, so to ensure this information is up-to-date, you’ll want to stay on top of tagging them. Check out our FAQ here to learn more about tagging transactions.

Bulk tagging transactions: Hurdlr allows you to tag multiple transactions at once, making this action more time-efficient. This feature is helpful when you have multiple transactions that you need to tag as Business or Personal at once. To learn more about this feature, click here.

Income/expense rules: While Hurdlr automatically tracks your finances by pulling transactions directly from your bank, you can take this a step further with Income Rules and Expense Rules, which help to automate the tagging of your transactions. This is a great time-saving feature as all of your transactions matching your rules will automatically be tagged according to the rule.

Click here to learn how to create Income Rules.

Click here to learn how to create Expense Rules.

Ensure mileage settings are optimal: If you decide to take advantage of the automatic mileage tracker, first ensure that you have the most optimal settings for tracking. It is important to check these settings beforehand to make sure your phone will allow Hurdlr to run and track all of your mileage. You can double check these settings in our FAQ here.

If you are an Android user, you’ll also want to double check the settings outlined here for your specific type of device.

Stay on top of tagging your trips: If you’re using the automatic mileage tracker, a good practice is to tag the trips regularly (either as they pull into your Hurdlr account, a weekly basis, or some other regular interval). This ensures that you remember your trips, so you can categorize them appropriately and don’t miss out on any business mileage deductions. Follow the steps outlined here to learn more about tagging mileage.

Bulk tagging trips: Hurdlr allows you to tag multiple trips at once, making this action more time-efficient. This feature is helpful when you have multiple trips that you need to tag as Business or Personal at once. Follow the steps here to bulk tag your trips.

Mileage rules: While Hurdlr automatically tracks your trips, you can take this one step further with Mileage Rules, which you can set up to automatically tag certain trips for you. This will save you time from having to manually tag every single drive you take. Click here to learn how to set up and use Mileage Rules.

Favorite locations: The Favorite Locations feature allows you to name addresses that you drive to often, making it easy to identify and tag your drives as Business or Personal. You can also set custom Mileage Rules for your Favorite Locations. Learn more about setting Favorite Locations here.

Work Hours: The Work Hours feature allows you to set the regular schedule that you drive for Business, if applicable. With this feature enabled, all drives taken outside of the set Work Hours will be automatically tagged as Personal, leaving only the drives taken during your business hours for you to verify and tag as Business. Click here to learn how to set Work Hours.

Set up your tax profile: It is important to set up your Tax Profile as doing so will ensure that you get the most accurate tax estimates.

If you are a US user, click here to learn more about setting up your Tax Profile.

If you are a Canadian user, click here to learn more setting up your Tax Profile.

Tracking quarterly tax payments: Typically, the IRS requires self-employed taxpayers to make estimated tax payments each quarter throughout the year if they expect to owe more than $1,000 in taxes after subtracting withholdings from a W-2 job, plus tax credits. To help you see your outstanding tax obligation, we recommend tracking your quarterly tax payments in Hurdlr. That way you can easily see how much you’ve already paid versus how much you’re still projected to owe. You can follow the steps here to track your quarterly tax payments.

Monthly automated reports: Hurdlr recommends enabling this reporting feature, which automatically sends you a report on the 1st of each month with all of the income, expenses, and mileage that you have tracked in Hurdlr. Learn how to enable the Automated Monthly Report here.