TMG Wealth vs ItemizeIQ

Whether you're monitoring your portfolio, reviewing important documents, or sharing details with your wealth advisor, The TMG Wealth app makes every step simpler, faster, and more secure.

ItemizeIQ – Smart Donation Tracking for Everyday Donors ItemizeIQ is a simple replacement for ItsDeductible, designed to help you organize your charitable contributions with ease. Key Features: Cash Donations Log and track all your monetary contributions throughout the year. Item Donations Record donated goods with valuations based on Goodwill and Salvation Army guidelines—perfect for clothing, furniture, and household items. Mileage Tracking Automatically calculate deductible mileage for volunteer work and charitable activities. Receipt Tracking Take a picture of your donation receipt and link you donation items to the receipt for easy access at tax time. Import from ItsDeductible Seamlessly transition by importing your existing CSV files—no need to start over. Annual Totals View your yearly donation summaries to stay organized and ready for tax season. Export to CSV Easily export your data for tax prep, accounting software, or personal records. Whether you're a casual donor or a committed volunteer, ItemizeIQ makes it simple to keep accurate, itemized records of your charitable giving. Built for everyday users, powered by smart features.