How it works

The routine is small.

Add expenses as they happen. Build your fair rental value estimate once, and revisit it if something changes. Export a report when you need one. Here's each part.

Set up once

Tell it about your home

Create an account and tell the app about your home and your designated allowance. To save you typing, it can fill in property details from public records — square footage, bedrooms, bathrooms, and property type — and it shows an estimated value range for reference. Every field is editable; if you have a recent appraisal, use your number.

Property details step of setup: an Auto-fill from Address button, with property type single-family, 1,600 square feet, 3 bedrooms and 2 bathrooms filled in, an empty optional home market value field, and a reference value range — Setup, after Auto-fill from Address, with sample data. The value field is left for you to fill in. Select to enlarge.

Through the year

The habits that make April easy

Add expenses in a minute

Amount, date, category, payee. That's it.

Snap receipts

Take a photo or upload a PDF. The app reads the date, amount, vendor, and category and fills them in for you to check and save.

Categorize the way the allowance works

Mortgage or rent, utilities, repairs and maintenance, furnishings, and so on.

Plan recurring bills

Set up monthly budgets for things like utilities so you can see the year ahead.

Expense ledger listing dated housing expenses with payee, description, category and amount — The expense ledger, with sample data. Select to enlarge.

Snapping a receipt

Photograph or upload a receipt, line up the corners, and the app reads the payee, amount, date, and category into the expense form. You check the details and save. Receipt scanning is a Pro feature.

Receipt scanner with corner handles placed on the edges of a photographed hardware store receipt, and a Preview button — Line up the corners on a sample receipt. Select to enlarge.

Add New Expense form filled in from the scan: payee Valley Hardware, amount 84.27, date August 20 2026, category Repairs and Maintenance, with the scanned receipt attached — The scan fills in the form for you to review, with sample data. Select to enlarge.

Document your fair rental value

How the estimate gets built

Answer a few questions about your home's size, condition, and features. The app pulls local rental listings and a property valuation, selects the closest comparable homes, and adjusts for differences like square footage, a garage, or a finished basement.

You get a written report: the comparable addresses and rents, the adjustments, an estimate of utilities, and a paragraph explaining how it reached the final figure. Review it, change anything that doesn't fit your home, and save it with your records.

This is a documented estimate to support your own recordkeeping and your conversation with a CPA or EA. It is not tax advice and not a determination of the correct figure. Full disclaimer

Fair rental value report: comparable market analysis table showing five comparable rentals, their adjustments and estimated furnished rent — Part of a fair rental value report, with sample data and synthetic addresses. Select to enlarge.

Read the methodology →

Hand it off at year-end

Three figures, side by side

Your dashboard shows the three figures the housing-allowance limit depends on — your designated allowance, your actual housing expenses, and your fair rental value plus utilities — side by side, with a simple chart.

When you're ready, export a CSV or a printable report and give it to your preparer or keep it for your files.

Dashboard bar chart and figures comparing designated allowance, fair rental value plus utilities, and actual housing expenses — The dashboard, with sample data. Select to enlarge.

Here's a checklist of what to include →

On your phone

Install it like an app

Install it like an app on iPhone or Android. Pick a light or dark theme that's easy on your eyes.

The dashboard on a phone in dark theme — The dashboard in dark theme, with sample data. Select to enlarge.

Start free — an organizing tool, not tax advice.

Start free