Profit Loss Tracker
Profit and Loss Tracker with a Margin Calculator. Track income and expenses by month and see profit and margin. A public calculator shows margin and markup from price and cost. Free to clone.
Profit Loss Tracker is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Budgets
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Margin Max. Its automations include Monthly profit digest, Friday ungrouped expenses check and Margin comment on month close.
by @john
What you can do with Profit Loss Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Profit Loss Tracker works
- Monthly profit digest: when First of the month at 8 AM, then Read last month's numbers and Summarize the month.
- Friday ungrouped expenses check: when Every Friday at 4 PM, then Find expenses with no group and Email ungrouped expenses.
- Margin comment on month close: when a month is set Closed, then Read all months and Ask Margin Max what moved.
Built with Taskade Genesis
- Category: Budgets
- AI agents: Margin Max
- Automations: Monthly profit digest, Friday ungrouped expenses check, Margin comment on month close
- Workspace: 5 projects, 1 AI agent, 3 automations