Crypto Budget & Tax Keeper

What it does

Crypto Budget & Tax Keeper is a read-only money assistant for crypto holders. It builds a plain-English budget and net worth from your bank and exchanges and keeps a CPA-ready crypto tax file covering cost basis, gains and losses, and IRA distributions. It is not tax advice.

How it works

1. 01

   Add the Crypto Budget & Tax Keeper template from the share link.

2. 02

   Connect or provide the bank and exchange context it should read.

3. 03

   It builds a plain-English budget and net worth and updates the crypto tax file.

4. 04

   Everything stays read-only; it does not move money or file taxes.