529 Ledger support
Help with your 529 records.
529 Ledger helps you organize students, 529 accounts, education expenses, withdrawals, matching records, documents, and tax-year records on your device.
Common help topics
Students and accounts
Add students and connect their 529 accounts, then record education activity associated with them.
Expenses, withdrawals, and matching
Record education expenses and withdrawals, then match a withdrawal to an expense. Partial allocations are supported where appropriate.
Documents and backup
Attach supporting documents to expenses or tax-year records. Create a portable backup from Settings. To restore, select a backup file and confirm replacement of the current ledger; restore is not a merge.
Data across devices
The current Release app stores ledger data locally and does not automatically sync it through CloudKit. Create a portable backup from Settings and restore your records later by selecting that backup and confirming replacement of the current ledger.
Lifetime Pro purchases
The app includes StoreKit purchase and Restore Purchases functionality for a one-time Lifetime Pro product. When Lifetime Pro is available, its localized price is supplied by the App Store. If you need help with an in-app purchase or restore, contact support.
Contact support
Email derrick@rhodwell.com with “529 Ledger support” in the subject. Do not email account numbers, tax records, receipts, backup files, or other sensitive information.