KeepMore.MoneyBETA
Sign InGet Started

Premium feature

Annual Health Report

One-page residency, Schengen, and tax readiness summary

← All residency & compliance features

The Annual Health Report aggregates your Residency Tracker totals, alert history, savings ledger trend, and open compliance gaps into a single exportable summary for year-end planning.

TL;DR — Key Takeaways

  • It answers: Did I approach Schengen limits? Which countries neared 183 days? How much did I save vs. home? Gaps link back to dashboard tools to fix data before filing season.
  • Generated from your account data; assumptions match /methodology calculator rules.

Sources: OECD Tax Database, national tax authorities, and our methodology. For filing decisions, consult a licensed tax professional.

How it works

  1. Maintain a complete trip log and alert history throughout the year.
  2. Open the annual Health Report from your Premium dashboard.
  3. Review Schengen usage, countries nearing 183 days, savings ledger trend, and open gaps.
  4. Follow links to fix missing trips or documents before filing season.
  5. Share the summary with your tax advisor if needed.

Who it's for

Premium subscribers doing a December review before extensions, visa renewals, or advisor meetings.

Common questions

When should I run the Health Report?
Most subscribers review in Q4 before visa renewals, extensions, or year-end tax planning—after trip data for the year is largely complete.

Premium features run in your private dashboard after sign-in. Public pages describe capabilities only—your trip logs and documents are never crawled. Planning tool, not tax advice.