Temple StuartPersonal Back Office
Track your money. Plan your trips. Find your people.
What's Inside
Bookkeeping
Connect your banks. Categorize transactions. Generate real financial statements your CPA can actually use.
- Bank sync via Plaid
- Double-entry ledger
- Income statement & balance sheet
- Full audit trail
- CPA-ready exports
Life Expenses
Six dedicated modules for the things that actually cost you money. Schedule once, weekly, monthly, quarterly, or annually. Commit to budget and calendar in one click.
- Home — rent, utilities, internet
- Auto — gas, maintenance, insurance
- Shopping — groceries, hygiene, supplies
- Personal — dining, entertainment, subscriptions
- Health — medical, fitness, wellness
- Growth — education, biz dev, community
Trip Planning
Plan trips around activities you actually care about. Compare destinations by what matters — waves, trails, nomad scene. Coordinate with your crew and split costs.
- Activity-based destination search
- Compare by stats that matter
- Group RSVP & availability
- Budget by flight, hotel, car, activities
- Your share calculated automatically
Jackson Hole
Skiing • March 2026
Trading
Track your options and stock trades. See your real P&L with wash sales handled correctly. IRS-compliant reporting for Schedule D.
- Options & stock position tracking
- Realized gains & losses
- Wash sale detection
- Short-term vs long-term gains
- Tax-ready export
Hub & Budget
Your central command center. See everything on the calendar. Budget review shows targets vs actuals. No surprises at tax time.
- Calendar view of all committed expenses
- Monthly targets by category
- YTD actuals vs budget
- Drill into any transaction
- Net worth tracking
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