What Can You Do With This Automation?
Master expense management:
- Auto-Categorization: AI sorts expenses by type.
- Receipt Logging: Track all transactions.
- Budget Monitoring: Alerts when approaching limits.
- Monthly Reports: Automated expense summaries.
- Tax Preparation: Organized records for tax time.
Use Cases
- Small Businesses: Track operational expenses.
- Freelancers: Manage business expenses.
- Families: Household budget management.
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How To Use This Automation
- Go to the "Automations" tab.
- Connect expense data sources.
- Configure budget thresholds.
- Enable the toggle to activate.