The app tracks expenses, account balances, and receipts for tax reporting and money management. It allows users to set up recurring transactions, perform transfers, and generate yearly PDF reports.
The app provides selected financing tools for users. It allows users to calculate payment ranges, estimate tax savings, create and email quotes, and track past quotes.
"Scan receipts to extract merchant, date, total, and tax details. Automatically categorise expenses and organise by category or date. View spending trends and export data."
Store personal documents like tax files, references, and insurance policies securely. Manage passwords in one location. Automatically save banking documents and access them anytime.
The app calculates net pay and taxes from gross wages for salary and hourly employees. It supports unlimited profiles with customizable deductions and tax calculations for all 50 states and the District of Columbia.
View pay history to check recent payments and past pay stubs. Access pay details including shifts and deductions. Retrieve tax documents, personal info, and bank details. Manage pay frequency and year-end tax information.
Document items, take photos, record charity details
. helps users document donated items with photos, set values, and record charities for tax purposes. Track stored items during staging. Create home inventory while packing. Manage moving tasks with documentation and tracking.
Track income and expenses in one place to monitor financial status and tax obligations. Record transactions quickly with minimal clicks. Ensure tax filings are accurate and up to date.
The app calculates consumption tax and discounts. It supports 8% and 10% tax rates and allows users to select tax-inclusive or tax-exclusive calculations.
Create and manage map radiuses with customizable center coordinates, , and color settings. Share URLs via email or text to display radiuses in any browser. Include names, notes, and choose from multiple coordinate and distance formats.
Create professional invoices and estimates quickly. Customize with labels, currencies, tax rates, and colors. Track balances and monitor paid and pending invoices. Export and share documents directly.
Plan retirement scenarios and model financial strategies
Plan retirement with Monte Carlo simulations generating 1000+ scenarios. AI advisor provides personalized recommendations. Model margin loans, tax strategies, and market volatility. Analyze real-time risk.
Track charitable donations and calculate tax deductions for clothes, cash, and mileage. Input quantities and select IRS-approved fair market values. Snap and save receipts for donations, with multiple photos per entry.
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.