Description

KanderBooks Personal Budget Tax Dashboard – 2026 Edition v1.0.8 provides hosted access to the KanderBooks Bank Sync dashboard for connected personal budgeting and planning-only tax visibility.

After purchase, the customer logs in to KanderBooks, opens the Budget Tax Dashboard, connects supported bank and credit card accounts through Plaid, and syncs income and expense activity. This is a hosted dashboard access product, not a normal document template download.

What’s included

• Hosted KanderBooks Bank Sync dashboard access
• Secure supported-account connection through Plaid
• Synced income and expense activity
• Expense pie chart and spending category breakdowns
• Top merchant and largest-expense insights
• Monthly income, spending, and net cash-flow trends
• Forward-looking income, spending, and cash-flow projections
• Planning-only estimated tax reserve targets
• Monthly and quarterly tax-reserve expectation cards
• CSV and Excel exports for personal records and tax-prep support

Customer access

This product is hosted on KanderBooks.com. Customers do not install anything. After purchase, they should log in to KanderBooks, open the Budget Tax Dashboard, connect supported accounts through Plaid, and sync transactions.

Important note

This dashboard provides budgeting, organization, cash-flow visibility, and planning-only estimates. It does not provide tax, legal, accounting, investment, or filing advice. Final tax treatment, estimated payments, deductions, credits, filing positions, and financial decisions should be reviewed with a qualified professional.