When a bill arrives
Three things happen, and none of them is a spreadsheet.
Log it in seconds
A bill or receipt arrives. Scan it, email it, say it or ask Claude, and it is filed.
Know if it counts
Each expense is checked against IRS Publication 970, so a non-qualified one never becomes a tax bill.
Keep the proof
Receipts stay with their expenses, ready as a CSV, a PDF or a private link for your accountant.
Check an expense
Try “laptop”, “off-campus rent”, “meal plan” or “parking permit”.
Log it any way you like
Pick whatever is easiest in the moment. They all end up in one place.
Scan or enter it
Snap or upload a receipt and we read the vendor, amount and date. Or type it in, and we suggest the category.
Email it
Forward an order confirmation or attach a receipt to your private address. Every student gets their own.
Text it
Text a photo of a receipt to our number and it lands in your review queue, ready for you to check and approve.
Say it
“Add a $42 bookstore charge for Ava.” Say it out loud and it is logged, checked against the rules and filed.
From your card
Connect a card or bank, then pick only the charges that belong to one student. We keep only what you add.
Ask Claude
Connect Claude once, then tell it what was spent. It works on the web, on the desktop and on your phone, too.
Not at the first bill yet? Start by planning what to save, free.
Questions before you start tracking
What does Pro cost?
From $9 a month, which covers 2 people such as a parent and a student, or from $90 a year. Each extra person is $5 a month. Cancel any time and keep read-only access to export your records.
Do I need to connect my bank or 529 account?
No. Linking is optional and read-only. You can log by hand, import a spreadsheet or ask your AI, and we never see your login.
Does my student need their own login?
Not required, but it helps. Students log what they spend and you approve each entry. Every student also gets a private email address for receipts.
Can I bring in what I already track?
Yes. Upload the spreadsheet or bank export you use today and we suggest a category for each line. You confirm before anything is saved.
What if I paid out of pocket?
We flag qualified costs you may be able to pay back to yourself, with the year-end deadline, so the money comes out in the same year.
General information, not tax, legal or financial advice. Confirm with a qualified professional.