Managing your account

Your selection will determine how transactions from each account are categorized in the app.

When you select "Used for 1099 work & personal expenses," the app will automatically differentiate between 1099 work-related (deductible) expenses and personal (non-deductible) ones. If there's an expense that needs clarification, it will be flagged with a yellow light bulb icon, suggesting that you review and categorize it correctly as either a deduction or not

If you select “Used only for 1099 work expenses ,” these expenses will appear normally with a green checkmark to the left, indicating they are being tracked as deductions.

If you select “Used only for personal expenses,” these expenses will still be tracked; however, they will appear dimmed or faded with an 'x' to the left, indicating they are personal expenses and not deductible.

If you do not wish to see transactions from an account that is used only for personal expenses, you should remove the account from your linked accounts. You can do this by going to Settings > Connected financial accounts > (click on the account you want to remove) > Remove this account.

Please note that If you wish to manually add expenses in the app, at least one card/account must be linked! If you do not wish to link your cards, we recommend connecting a PayPal account—an accessible and widely used option for most individuals and one that can be easily created!

Here, we list some common issues you may encounter while linking your bank account or card and how to troubleshoot them. There are times when your account will unlink from the app. This usually happens because your financial institution’s system updates or simply because of a password change.

The account has unlinked

When your account unlinks from the app, we will send you a text or notification letting you know to relink it. You can relink it from the app's Settings tab under the 'Connected financial accounts' section or by clicking on this link. If this doesn’t fix the issue, kindly remove the account from the app and relink it from scratch.

You can remove an account by tapping on that account in the Connected financial accounts section. If your account has sub-accounts, you will need to remove those first.

 

Your bank is not on the list when you try to link your account

Our partner, Plaid, is responsible for connecting cards. When you link an account or card, you are shown a list of possible links. If the bank or card isn't showing up, Plaid doesn't support it yet.

You should check back often for updates on supported banks, as Plaid constantly adds new supported institutions. In the meantime, you can manually add the business expenses from that account or card by selecting the + symbol in the Deductions tab.

How to add/remove a sub-account when your bank is already linked to Keeper

If you aren't able to select which sub-accounts you'd like to link during the initial account-linking process, then you will need to link all the sub-accounts connected to your account, and then you'll be able to remove the accounts you don't want to track by selecting the account from the Settings tab -> 'Connected financial accounts' section in the app and selecting Remove.

If that doesn't work, you may need to change your sharing preferences directly from your bank’s website.

First, you’ll want to log in to your bank's online portal. Then, locate where you manage connected apps and find Plaid. This is where you can add or remove specific accounts that Plaid can access — including Keeper.

Your bank account is linked, but your expenses keep loading or are not showing up

If this happens, first, make sure your account is not linked twice. If it is not, please try removing the account and then re-adding the account in the Keeper app. You may also try uninstalling and reinstalling the app. Also, be sure your phone is updated to the latest software version. Lastly, choose a date for the system to scan your expenses under Settings -> Profile -> I started recently.

I tried to link my account, but it says something went wrong after I entered the code to verify

If you get an error, please reach out so we can take a look to further assist you.

 

📝 Note: If you have two or more Keeper accounts, be aware that linking the same card to more than one account will result in the card being unlinked from both accounts. Always ensure that you log in with the original phone number or email address you used during the initial sign-up to avoid creating duplicate accounts.

Your Profile 

To access your Profile information go to the Settings tab > Profile. 

We'll consistently track your expenses throughout the year, ensuring they're available instantly. This file has a detailed overview of your deductions, such as your expenses total, making them easily integrable into your tax return.

Below is a sample of what your export copy looks like.

 

 

If you need a template like this one to track your expenses, you can download a free copy here.

To export a copy of your deductions, start by logging into your account through the Keeper website. Once logged in, navigate to the 'Deductions' section. Next, choose the tax year for which you want to export expenses, then click on 'More' at the top-right corner of the screen to initiate the export process.

The email containing your exported data will have the subject line 'Your export is ready!' If you do not see it, please be sure to check your spam or junk folder. Kindly note that the link to download your export copy expires after 7 days. If the link expires, you can just email yourself a new one!

 

After filing your tax return with us, you can easily request a copy by going to the 'File Taxes' tab in the app. We will send it directly to the email address on file.

If you are still working on your return and want to review a draft, you can download it from the same tab once you’ve submitted your return for review. We will notify you when the review is complete, and you can then return to the 'File Taxes' tab to download the draft copy.

To access copies of past returns, navigate to the Settings tab and select 'Past Returns' to view filings from previous years.

To delete your account, go to the Settings tab of the app and select 'Manage Subscription.' From there, if you scroll all the way down, you'll see an option to delete your account.

Please note that this action will unlink all associated bank connections, and all stored data in your account will be permanently deleted, with the exception of your tax filing data. This specific information must be retained for three years to comply with federal regulations.