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Budgets, goals & bills

Storing tax documents and invoices

Upload W-2s, 1099s and invoices and let FinTrack read the key fields.

Tax vault keeps W-2s, 1099s and similar forms in one place. Invoices tracks bills you owe.

When Read uploaded documents is on (in Settings → AI & personalization), FinTrack pulls out key details, such as employer and wages from a W-2, or vendor, amount and due date from an invoice.

Files are stored privately and only accessible to you through short-lived links.

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