529 Tracker

529 Education Savings Plan Expense Tracker - Organize and Track Qualified Education Expenses & Maximize Your Withdrawals - Take the guesswork out of tracking qualified education expenses. 529 Tracker helps families organize, document, and calculate education expenses to maximize eligible withdrawals from your 529 education savings plan. KEY FEATURES: Comprehensive Expense Tracking Record and categorize all education-related expenses including tuition, fees, books, supplies, room and board, and required equipment. Apply each expense to a specific academic term for accurate pre-payment tracking and calendar year IRS compliance. Annual Summary Dashboard See your complete 529 picture for the entire tax year on one screen. View eligible expenses, scholarship offsets, withdrawals made, and net eligible amounts across all terms - export-ready for tax season. Smart Withdrawal Calculator Calculate potential withdrawal amounts based on Cost of Attendance limits and actual expenses. Our calculation engine is based on IRS Publication 970 requirements. Academic Term Organization Organize expenses by semester, quarter, or custom periods. Assign expenses and scholarship income to specific terms to track when costs were incurred versus paid - essential for proper tax year reporting. Scholarship & Income Tracking Track scholarships, grants, and employer benefits that offset eligible withdrawals. See exactly which income applies to which categories, with clear separation of eligible and non-eligible amounts. Detailed Expense Breakdown View eligible and non-eligible expenses by category. Know exactly what qualifies for tax-free withdrawals - no surprises at tax time. Receipt Management Capture and store receipts in the cloud, synced across all your devices. Room & Board Tracking Track on-campus expenses with meal plan calculations and off-campus costs against your school's Cost of Attendance limits. Report Generation Create PDF and CSV reports detailing spending and income by category, date, and amount - perfect for tax preparation. Family Sharing Enabled and Sync Multiple Devices Access data across all iOS devices with secure cloud sync. Share with family members for collaborative tracking. Future Planning Enter future-dated expenses to plan your 529 strategy in advance and watch projections update in real-time. Dynamic Dashboard Real-time calculations with transaction lists that automatically filter based on your current view. PERFECT FOR: Parents tracking education expenses for 529 withdrawals Families managing pre-payments across academic terms Anyone wanting organized education expense records Those seeking to maximize their 529 plan benefits STAY ORGANIZED: 529 Tracker helps you maintain clear records of: Tuition and mandatory fees Required books and supplies Computer equipment and software Room and board expenses Special needs services Student loan payments Scholarships and grants that offset eligible withdrawals SECURE & PRIVATE: All data is encrypted using Firebase's security infrastructure. Your information is never sold or shared with third parties. SIMPLE & POWERFUL: Snap receipts, log expenses, and generate reports in seconds. Smart alerts remind you of year-end deadlines, and built-in validation protects your data. Take control of your education expense tracking today. Download 529 Tracker and organize your qualified education expenses with confidence. Note: This app is an expense tracking and organization tool. Information provided is for organizational purposes only and should not be considered tax or legal advice. Consult a qualified tax professional regarding your specific situation. License Agreement: Licensed under Apple's Standard EULA https://www.apple.com/legal/internet-services/itunes/dev/stdeula/