Drop in a bank or card CSV export and the Personal Expense Tracker app — running on Taskade Genesis — returns a clean, categorized spend ledger in minutes. The part of bookkeeping that eats your weekend is done.
The live Personal Expense Tracker is embedded on this page. Explore the Table view with real categorized data, then click Use this app to own a working copy in one click — not a form to fill out, a live app with an AI agent already categorizing expenses.
What the agent does for you
- Reads a bank or card CSV export and sorts every line into the right category automatically
- Splits mixed transactions — the office-supply run that's half personal, the client dinner that's partly entertainment
- Flags likely tax-deductible spend with a one-line reason for each
- Learns your category rules from the first few corrections and applies them to every future import
- Produces a monthly breakdown your accountant reads without translation
The full system behind it
Workspace DNA turns one cleanup into a permanent system. Your category rules become Memory; the agent's Intelligence classifies each new line; Execution files it and rolls up the monthly view. Re-categorize once and the agent remembers forever.
Unlike a dead spreadsheet export, this ledger stays live and shareable. Use the Relationship field to link expenses to client projects, invoices, and proposals — so a categorized receipt rolls up to the right client deal automatically. View the same data in 7 project views: Table for the ledger, Board for review workflow, Calendar for monthly close dates.
Connect your bank feed, accounting tools like QuickBooks, and 100+ bidirectional integrations — expenses flow in automatically, monthly summaries push out. Pair with the tax deduction finder and month-end close agent to build a complete self-running finance stack.
For the full team, 7 permission tiers let accountants, bookkeepers, and managers each see exactly what they need.
Common questions
What format does the CSV need to be in?
The agent handles standard bank and card exports (most major banks). Paste the raw file — the agent reads vendor names, amounts, and dates and maps them to your categories without reformatting.
How does it handle transactions it hasn't seen before?
It makes a best-guess category based on similar past entries and flags new merchants for your review. Once you confirm, that rule becomes persistent Memory for all future imports.
Can I add my own deductible categories?
Yes — paste your chart of accounts into the agent's Memory project and it applies your custom categories going forward. Explore finance templates, the Community Gallery, or the full agents library for more tools.
