Smart tax tags
Create your own tags — RRSP, medical expenses, remote work, donations, childcare — and link them to your transactions throughout the year.
Premium Feature
Find your expenses in seconds, filter by fiscal year, and export reports ready for your accountant or tax return.
Every spring, it's the same story: digging through bank statements looking for deductible expenses — medical costs, RRSP contributions, work-from-home expenses, professional fees. Whether you're an employee, self-employed, or an investor, finding the right amounts takes forever.
Create your own tags — RRSP, medical expenses, remote work, donations, childcare — and link them to your transactions throughout the year.
Combine fiscal year, category, account, tags, and keywords to find exactly what you need.
Download a filtered report, ready to send to your accountant or use for your online tax return.
Save your most-used filters and reuse them year after year, without reconfiguring anything.
Employees — Find your medical expenses, RRSP contributions, and work-from-home costs to maximize your deductions.
Self-employed — Filter by "Business expenses" tag + fiscal year and get your total deductible expenses in seconds.
Families — Group childcare costs, kids' sports activities, and family medical expenses into a single report.
Investors — Track your RRSP, TFSA, and RESP contributions and export a yearly summary to verify your contribution room.