Question 1

Create your account and sign in

Accepted Answer

Sign in to BossMode with Apple, Google or email, and what happens to your data when you do. 1. Open BossMode on your iPhone or iPad. 2. Tap Sign in with Apple, Sign in with Google, or use your email and a password. 3. Follow the short setup, starting with your first name. 4. You land on Today. That is it.

Question 2

Import a bank statement (PDF, CSV or photo)

Accepted Answer

Import a UK bank statement into BossMode as a PDF, CSV or photo, review the lines and add them to Money. 1. Download a statement from your bank’s app or website as a PDF or CSV. CSV is the most reliable. 2. In BossMode, open Money and tap Import a bank statement. (It is also in Settings → Connections & sync.) 3. Under Whose account is it?, pick Self-employed or Ltd company. 4. Tap Choose file, or Take photo for a paper statement. 5. Wait while BossMode reads it, checks the balance and sorts each line into a category. 6. Review the lines (see How the checks work). Change any category or take a line out. 7. Tap Import.

Question 3

Self Assessment figures (SA100 and SA103)

Accepted Answer

See your self-employed turnover and allowable expenses laid out box by box, ready to copy into your return. 1. Run Money → Check your books first, so duplicates and categories are right. 2. In Money, tap Tax return. 3. Tap Personal (SA100) and pick the tax year, for example 2025/2026 (6 April to 5 April). 4. Read the step-by-step list, then tap Start filing mode. 5. Go through each step. On Self-employment, tap a figure, such as your turnover (box 15), to copy it, then paste it into the matching box on GOV.UK. 6. Tick each item as you go. Tap Next to move on.

Question 4

AI consent and the data shared with Anthropic

Accepted Answer

What the AI Boss sends to Anthropic, when it sends it, and how to turn it off.

Question 5

Cancel your subscription

Accepted Answer

Cancel a BossMode subscription through your Apple ID subscriptions. 1. Open the Settings app on your iPhone. 2. Tap your name. 3. Tap Subscriptions. 4. Tap BossMode. 5. Tap Cancel Subscription.

Question 6

Delete your account

Accepted Answer

Permanently delete your BossMode account and data from inside the app. 1. Open Settings → Account & profile. 2. Tap Delete My Account. 3. Confirm.

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