A little more clarity.
A lot more life.
Everyday money. Family plans. The things you’re looking forward to. Make room for it all with a household workspace that feels like yours.
A separate household product. No business Core plan required.
For the life you’re living. And the one you’re planning.
Some goals are big. Some are simply getting through a month with a clearer picture. Bring spending, bills, savings and family commitments together, one useful habit at a time.
rainy-day fund
Big plans begin with the little things.
Know which bills are coming. See how recorded spending compares with the budget. Keep that savings goal in sight. The everyday details can become a more useful picture of where you want to go.
Give your money a plan
Record income and spending and set monthly category budgets.
Keep tomorrow in view
Organize bills, family events and optional calendar reminders.
Choose the support you want
Opt into a personal AI guide and dashboard emails when they help your routine.
The best plan is one that fits your life.
A home, a holiday, an emergency fund, a calmer tax-preparation season. Keep your own priorities at the center.
Meet your household’s new home base.
Find the part of your day you want to make clearer. Explore the current tools, one area at a time.
Everyday money
Build your picture one record at a time.
Your household dashboard
Start with the big picture. See how your recorded income, spending, bills and goals fit together. Monthly money overview; Upcoming commitments; Progress toward your goals.
Income & spending
Give everyday transactions a home, from paychecks and groceries to the occasional unexpected expense. Dated income and expense records; Categories that make spending clearer; Edit records as your picture changes.
Monthly budgets
Set a plan for each category and compare it with the spending you have recorded. Monthly category limits; Remaining and over-budget amounts; Clear progress indicators.
Savings goals
Turn a someday plan into a target you can keep in view. A home, a holiday or a little more breathing room. Named goals and target dates; Saved amounts and progress; Emergency fund planning.
Debt planning
Bring balances and repayment priorities together so you can explore your next step. Debt balance and payment records; Payoff planning tools; A clearer view of commitments.
Family & time
Keep commitments and people connected.
Bills & family calendar
See what is coming up in a month view, with a daily agenda for the details. Unpaid bills alongside family events; Daily, weekly and monthly repeats; Family assignment and time zones.
Reminders & calendar connections
Set reminders and bring KBPOS dates into the calendar you already use. Up to three reminders per event; Optional reminder emails; Apple, Google, Samsung and Outlook subscriptions.
Household profiles
Make the workspace feel like home with preferred first names, family relationships and your time zone. Household owner preferences; Family profiles for planning and guidance; One place to manage communication choices.
Guidance & future
Choose the support that helps you plan.
A personal AI guide
Opt in to practical suggestions based on your recorded household information, with next steps inside KBPOS. Uses your preferred first names; Budget and tax-organization prompts; Refresh guidance as your records change.
Helpful dashboard emails
Choose a regular check-in with dashboard highlights and useful financial organization tips. Weekly or monthly digests; Separate reminder preferences; Manage preferences and view email history.
Tax preparation organizer
Keep preparation tasks and notes together throughout the year, ready for a conversation with your preparer. Tax-year preparation checklists; Private organizer notes; Save a professional-help request to follow up.
Investment overview
Record your holdings and balances, review your allocation and learn investing fundamentals. Manual investment positions and values; Portfolio allocation overview; General investment education.
Your account
Understand your plan and keep your records accessible.
Plan & billing controls
Keep your subscription easy to understand, with your agreed price and payment status in view. Invoices and payment details; Cancel or resume future renewal; View your verified paid-through date.
Organizer export & account access
Keep a copy of your organizer and use your eligible KanderBooks account to reach your household workspace. Download organizer records as CSV; Client or Personal account sign-in; Household records scoped to their owner.
Available actions depend on your plan, role and any required provider connections. Demo records and visual previews are fictional.
Start small. Build a useful habit.
- 01
Explore the household demo
Try a fictional example and see how the tools fit your daily routine.
- 02
Choose your plan
Review the current Personal, Family or Family Plus plan and recurring terms before payment.
- 03
Build your own picture
Add records, household preferences and goals, then choose whether to enable AI guidance or emails.
A plan for your household.
Personal & Family is a separate household product. A business Core subscription is not required.
Explore related professional support →Current household plans
- Personal
- $12 USD / month
- Family
- $24 USD / month
- Family Plus
- $49 USD / month
Review each plan’s current limits, features and recurring terms before payment.
Compare plans & continue →Good questions.
Straight answers.
Know what you’re choosing before you take the next step.
Talk it through with us ↗Do I need KBPOS Core?
No. Personal & Family is a separate household product. A business Core subscription is not required.
Can each family member sign in separately?
The current household workspace is managed by its owner. Family profiles support planning and guidance but do not create separate family logins.
Are bank transactions and investment prices automatic?
Current tools use manually recorded transactions, investment holdings and values. Connected bank feeds, live prices and brokerage trading are not currently available.
Are the AI guide and emails optional?
Yes. AI guidance, dashboard emails and reminder emails have separate opt-in preferences. The guide offers organization tips and general education, not personalized investment recommendations.
Will the tax organizer file my return?
No. It helps you organize tax-year tasks and notes. Professional tax preparation or filing requires a separate service engagement.
How do calendar subscriptions work?
Subscriptions bring KBPOS dates into supported calendar apps in one direction. They are not two-way calendar synchronization.