529 Tracker is now completely free! We're offering full access to all features at no cost as we launch and grow. We'd love to hear from you—visit our support page or reach out with questions, feedback, or feature ideas.

Try 529 Tracker FREE for 7 days! Tax season is right around the corner. Start tracking your qualified education expenses now so you're ready when it's time to file. Don't leave money on the table or risk IRS penalties. New in this update: 7-day free trial now available for both monthly and annual plans Try all premium features before you commit Track expenses, store receipts, and generate tax-ready reports Full cloud sync across all your family's devices 529 Tracker is the only app built specifically to help families track qualified education expenses, manage Room & Board limits, and store receipts throughout the college years. Finally, an app that takes the guesswork out of 529 education savings — track expenses, match withdrawals, and generate tax-ready reports so you can file with confidence. Whether you're paying tuition, room and board, or buying textbooks, 529 Tracker helps you maximize every tax-free dollar. Also great for eligible K-12 education expenses!!!

Version 1.2 - Built for Tax Season This update delivers the tools families need to close out 2025 with confidence and plan ahead for 2026. Annual Summary Dashboard - See your complete 529 picture for the entire tax year on a single screen. View total eligible expenses, scholarship offsets, withdrawals made, and your net eligible withdrawal amount across all terms. The new annual view aggregates data automatically and is export-ready for tax preparation - no manual calculations required. Enhanced Calculation Engine - We identified and fixed a critical bug in excess scholarship tracking. When scholarship income designated for specific categories like Books or Supplies exceeds actual expenses in those categories, the excess is now accurately flagged as potentially taxable income. This precision helps you avoid unexpected tax liability and plan smarter withdrawals. Non-Eligible Expense Breakdown - Previously, non-eligible expenses displayed as a single total. Now every category is broken out individually so you can see exactly which expenses don't qualify for tax-free withdrawals - whether it's Room & Board amounts exceeding your school's Cost of Attendance limit or other non-qualified purchases. Dynamic Transaction Filtering - Your Recent Activity section now responds to your current view. When viewing the Annual Summary card, you'll see all transactions for that tax year. Switch to a specific term card, and the list filters to show only that term's transactions. Less scrolling, faster answers. Future Expense Planning - Enter future-dated expenses to plan your 529 strategy in advance. Budget for next semester's tuition, books, and housing costs today and watch your projections update in real-time. Future calendar years now display with appropriate "Future" badges and planning-focused metrics instead of misleading coverage warnings. Improved Alert System - Year-End 529 Alerts now fully respect your snooze preferences across the entire app. Snooze once, and the reminder stays hidden everywhere until your selected date. We also fixed text visibility in dark mode so alerts are crystal clear whether you're reviewing your account at midnight or midday. Data Integrity Protection - New validation prevents creating duplicate terms with the same season and year. This safeguard ensures every expense is applied to the correct term and eliminates confusion from accidentally duplicated data. Standardized Reporting - Consistent terminology throughout the app: Eligible Expenses, Non-Eligible Expenses, Eligible Scholarships, Non-Eligible Scholarships, and 529 Withdrawals. This unified language appears across all summary cards, calculation pages, and exported reports - PDF and CSV - for seamless tax documentation. Visual Polish - Refined card layouts with improved pagination visibility, standardized button styling, and a dynamic Add Entry button that color-matches your currently selected summary card. Small details that make the experience feel polished and intuitive. Thank you for choosing 529 Tracker. Questions or feedback? Reach us at support@charliemikestudios.com

We've made 529 Tracker even better in version 1.1: DARK MODE Full dark mode support lets you track expenses comfortably day or night. FASTER SETUP Streamlined onboarding and consolidated disclaimers get you tracking expenses in minutes. BETTER EXPERIENCE - Clearer guidance when creating your first academic term - Improved fonts and labels throughout - Fixed subscription display issue Thank you for trusting 529 Tracker to organize your education expenses and maximize your tax-free withdrawals.

Fixed a minor text issue and improved initial setup instructions.