What belongs in categories
Retirement contributions, HSA amounts, charitable gifts, estimated tax payments, and medical costs that might matter. Most spending does not.
Tax estimates cover India, the United States, the United Kingdom, Australia, and Canada. The computed estimate is part of Vittora Pro. It is educational, on-device, and not tax filing software. The point of this page is the habit: label the few tax-relevant flows as they happen, so April is arithmetic instead of reconstruction.
For the longer seasonal write-up, read How to prepare for U.S. tax season with better transaction tracking. This guide does not replace that essay.
Retirement contributions, HSA amounts, charitable gifts, estimated tax payments, and medical costs that might matter. Most spending does not.
U.S. planning views are educational aids on your device. Vittora does not file, and it does not replace a tax professional. See tax planning.
You enter or import CSV. Vittora never asks for a bank password and does not use aggregators. The ledger stays on your Apple devices or in private iCloud.
CSV export stays available so you can hand a clean year to whatever you actually file with.
The IRS contribution guide and charitable recordkeeping rules provide the current limits and documentation requirements. A Vittora category total does not replace those records.