Personal and small business financial tools. Budget dashboard, invoice generator, tax document organizer, and a full step-by-step tax filer — all in one place.
Included with every paid plan
Track income and expenses with visual charts, category breakdowns, and monthly trends displayed in an intuitive dashboard. Set budget limits per category and receive alerts when spending approaches or exceeds your targets. Compare actual spending against budgets with clear progress indicators.
Create professional invoices with your logo, itemized line items, automatic tax calculations, discount fields, and customizable payment terms. Export completed invoices as PDF files ready to send to clients. Track payment status and send reminders for outstanding invoices.
Organize tax records by year with document categories for W-2s, 1099s, receipts, and deductions. A filing checklist helps ensure you have everything needed before tax season. Quick search finds any document instantly across all years and categories.
File your taxes like a pro with our guided 10-step wizard. Enter data from W-2s, 1099s (NEC, MISC, INT, DIV, G, R, B), and SSA-1099. Covers self-employment (Schedule C), adjustments, standard vs itemized deductions, and every major credit. Full tax calculation engine with 2025 federal brackets, SE tax, capital gains rates, EITC, and more.
Log individual expenses with amount, category, date, vendor, and notes for detailed record-keeping. Attach receipt photos to expense entries for documentation. View spending summaries by week, month, or custom date ranges to understand where your money goes.
Generate comprehensive financial reports including income statements, expense summaries, category comparisons, and year-over-year trends. Export reports as CSV files for spreadsheet analysis or as formatted PDFs for sharing with accountants, partners, or stakeholders.
Set up recurring income and expenses like rent, subscriptions, and salary deposits. Transactions auto-populate your budget at the specified frequency so predictable cash flows are always accounted for. View total projections and manage end dates for time-limited recurring items.