Organize education records
Connect students to 529 accounts and keep education expenses, withdrawals, notes, and tax-year records together.
529 Ledger
529 expenses and withdrawals, organized clearly.
529 Ledger helps organize students, 529 accounts, education expenses, withdrawals, supporting documents, and matching records.
What 529 Ledger does
Match withdrawals
Match withdrawals to expenses, including partial allocations, and review what remains unmatched.
Keep supporting proof
Attach documents to expenses or tax-year records and create a portable local backup.
Important: 529 Ledger is a recordkeeping and organization tool. It does not provide tax or legal advice, file returns, determine legal qualification, or guarantee tax treatment.