Track charitable donations and maximize tax deductions with organized records and tax-ready reports
Stage
Not given
Startup
Founded
Not given
2025
Based in
US
US
Pricing model
Freemium
Free
Pricing
Personal: Free forever. Family: $14.99/month or $149/year. Pro: $9.99/month standalone or $99.90/year, or $7.99/month with Family. Elite: $49.99/month for first 3 seats, $19/month per additional seat.
Not given
Key features
Bill Tracker - Track recurring bills with AutoPay marking
Income Tracker - Log income sources with pay frequency
Debt Payoff Calculator - Choose avalanche or snowball strategy
Bank Sync via Plaid - Automatic transaction categorization
Bank-Verified Payments - Checks against real bank activity
Budget Health Score - 0-100 score showing spending alignment
Net Worth Tracker - Track assets and debts
Invoicing and A/R - Create and track invoices with online payments
Profit & Loss Summary - Export P&L statements for accounting
Household member accounts - Up to 5 members with shared budget
Photo receipt capture that automatically reads and fills in donation details
IRS compliance checking for deductible donations
Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
Community feed to follow friends and discover campaigns
Privacy controls with private, followers-only, and public sharing options
Goal tracking by amount, cause, number of gifts, or organization
Dashboard showing total giving, tax savings, goal progress, and impact history
IRS-registered charity search and lookup
What makes it different
Bank-verified payments confirm actual clearing dates against bank activity
Completely free personal tier with no credit card required
Shared household finances for up to 5 members
Built-in invoicing and business tools without separate apps
Revenue portion supports community aid for basic necessities
2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
Automatic receipt reading and donation data extraction
Complete tax filing integration with TurboTax import
Social community for charitable giving discovery and tracking