A clearer picture, one step at a time.

For your household

Plan monthly spending, review transactions, track bills and subscriptions, and save toward goals. Your budget saves online. The web Tax Center stores password-encrypted files in your account, with up to 10 MB per file and 100 MB per vault. Investing practice and tax records remain separate from business books.

For a small business

• Keep a customer and vendor directory.
• Create draft estimates, invoices, and vendor bills. Issue and print them, or save a PDF using your browser.
• Record full or partial payments made outside Plot Stride, paid expenses, credits, and refunds.
• Review bank CSV rows and match them to existing entries.
• Read accrual profit and loss, a balance sheet, a trial balance, aging, and a general ledger.
• Invite a bookkeeper or viewer, export records, and review recent activity.