Closebooks
Aaron Rasmussen Finance iPhoneiPadiPod touch
Closebooks is a free Finance app for iPhone and iPad by Aaron Rasmussen. Rated 5.0/5 from 2 ratings. Requires iOS 26.0. Updated September 5, 2026.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 8 MB
- Age 4+
- Updated
- Sep 5
- 2026 · v1.0.5
Screenshots
About Closebooks
Closebooks keeps a clean set of books for independent real-estate agents — commissions, mileage, receipts, fees, and quarterly tax estimates, organized the way IRS Schedule C wants them. A Schedule C return averages $457 at a CPA (National Society of Accountants). Most of that bill is cleanup: the shoebox of receipts, the reconstructed mileage log, the commission nobody wrote down. Closebooks is that cleanup done all year, so tax season is a handoff instead of an excavation. WHAT IT TRACKS • Commissions — log each closing as it pays out: gross, split, and what you actually kept. • Mileage — every deductible mile at the correct 2026 IRS rate ($0.725/mi Jan 1–Jun 30, $0.76/mi Jul 1–Dec 31, per IRS Announcement 2026-11), applied by trip date, never one flat annual rate. • Receipts & expenses — snap the receipt, file it to a real Schedule C line. • Fees & dues — MLS, board, license renewals, E&O — plus the rules agents actually hit: client meals 50% deductible, entertainment 0%, client gifts capped at $25 per recipient, RPAC contributions never deductible. • Quarterly estimates — computed from your recorded income and expenses, not a guess. • Casey — ask "how's my Q3 looking?" and get an answer grounded in your own ledger. If your books don't hold the answer, Casey says so instead of making one up. BUILT HONEST • Your numbers live on your phone first, synced under your account. • No countdown timers, no fake discounts, no invented testimonials — here or in the app. • Closebooks organizes and computes; it doesn't give tax advice. For decisions, confirm with your CPA. • US-only by design: Schedule C is US tax law, and exact beats everywhere. PRICING $5.99/week, $19.99/month, or $149.99/year — the annual plan costs 52% less than a year of weekly billing. Every plan starts with a 1-month free trial. Subscriptions auto-renew unless canceled at least 24 hours before the current period ends. Manage or cancel anytime in your App Store account settings. Privacy policy: https://closebooks.app/privacy Terms of use: https://closebooks.app/terms Questions: https://closebooks.app/feedback
What’s new
Version 1.0.5 · Updated September 5, 2026
Fixes a bug that showed $0.00 as your quarterly set-aside when money was owed. Between the 1st and the 15th of September — and the same fortnight before every other quarterly deadline — the set-aside on Home and at the top of the Taxes tab read $0.00 for a payment that was genuinely due. An IRS period ends about two weeks before its payment date: the June-to-August period is payable on September 15. The app was showing the tax on the period you are currently in, under a label naming the deadline for the period that just closed. Two different quarters, one number. The quarterly table itself was always right. On the Taxes tab, the row for each period showed the correct figure the whole time — so the number you needed was one screen away, disagreeing with the headline above it. **Worth doing now if you have a payment due September 15:** open the Taxes tab and check the figure. If you set money aside based on the headline in the last two weeks, it may have been short. The same figure feeds Casey and the Get Set-Aside shortcut, so both were wrong in that window too. All of them now report the period whose payment is actually next due, which is what the date beside the number has always claimed. Also in this update: Marking a fee paid through Siri or the Shortcuts app didn't work the way the button in the app does. It recorded no payment and left the due date in the past, so the fee sat on "Due" permanently, couldn't be undone from the Fees screen, and answered "already marked paid" every time you asked again. Your deduction still counted — the fee was just stuck. Fees marked paid this way from now on record a payment and move to their next due date, exactly like tapping Paid. The "Mark a fee as paid" step on the Home checklist never ticked off for a repeating fee — dues, MLS access, a desk fee — which is most of them. It does now. And opening a paid subscription's details called it "due" while the row behind it said Paid, and Casey described repeating fees you had paid as still owed while counting them in your deduction totals. Both now say the same thing as everything else.
App privacy
The developer, Aaron Rasmussen, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Contact Info: Name, Email Address
- Identifiers: User ID
- Usage Data: Other Usage Data
- Financial Info: Other Financial Info
- User Content: Photos or Videos, Other User Content
Used for: Analytics, App Functionality
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Closebooks | 5.0 / 5 (2 ratings) | Free | September 5, 2026 | |
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