Make Tax Time and Financial Reporting Easier
Budget Compass helps you organize transactions throughout the year so you can create useful reports when you need them instead of rebuilding your financial history at the last minute.
Good Reports Start with Organized Transactions
The value of a financial report depends on the information behind it. Budget Compass gives you a practical workflow for turning imported transactions into organized financial records.
Import Transactions
Bring in transaction activity from the accounts you want to organize.
Assign Categories
Group income and expenses into categories that fit your real financial life.
Create Rules
Use payee and merchant patterns to make future categorizing faster.
Run Reports
Review organized totals and prepare information for yourself or your tax professional.
Reports You Can Actually Use
Tax-Related Expense Reports
Keep important categories organized so tax-related spending is easier to review when it is time to prepare your records.
Income and Expense Summaries
Compare money coming in with money going out and get a clearer view of your financial activity over a selected period.
Category Reports
See totals for groceries, utilities, transportation, business expenses, medical costs, subscriptions, and the categories that matter to you.
Multi-Month Reviews
Look beyond a single month when you need a broader picture of spending, income, or recurring financial patterns.
Give Your Tax Professional Better-Organized Information
Instead of handing over a pile of statements and trying to remember what each transaction was for, you can provide a report built from transactions you have already reviewed and categorized.
Organizing transactions as you go can make it much easier to find the information your tax professional asks for later.
A Simple Example of Organized Reporting
Once transactions are categorized, the report can summarize groups of activity instead of leaving you with hundreds of individual entries to review.
Useful Beyond Tax Time
The same organized transaction data can help you review spending patterns, compare periods, understand cash flow, and prepare financial information for other situations where a clear record of income and expenses is useful.
Turn Everyday Transactions into Useful Reports
Organize your income and expenses now so the information is easier to find when you need it later.
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