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Scan a receipt or bill
Upload a photo or PDF — Claude reads it and fills the form automatically
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Time for your monthly backup
Download a full backup of all expenses and receipt photos.
Schedule E (Form 1040) — Supplemental income & loss — Part I rental expenses
Not tax advice. Consult a CPA for your filing.
Total expenses by year
Annual totals across all categories
Expenses by category
Breakdown for selected years
Monthly spending
Month-by-month totals for selected years
Annual budget
Set spending targets per category
Total budget
$0
Monthly email summary
Send a summary of this month's expenses to both Jodi and Michael.
Opens your email app pre-filled with the month's summary.
Pending this month
Confirm amounts and save, or skip.
Recurring expenses
Bills that create a draft each month for you to confirm.
Add recurring expense