Month-end should not mean an evening with a highlighter and a 90-line bank statement. This converter is for the plumber, clinic owner, or shop manager who downloads the statement and needs to know one thing: where did the money go? Upload it and Taskade Genesis turns the bank statement to expense tracker conversion into a one-step job — every transaction becomes a record with a vendor, category, and month, and the totals keep themselves current from then on. The Finance Tracker Dashboard running on this page is the working version: use it, then clone and own it in one click.
What's Included
- A transaction ledger: every statement line becomes an expense record with vendor, amount, category, and month — see it as a table, a calendar, or a board using project views.
- An AI agent that answers money questions: ask "what did I spend on materials in May?" or "which charges still have no receipt?" and get the answer from your own records, not a guess.
- Category totals that update themselves: monthly and per-category totals recalculate every time a new statement lands — no formulas to maintain.
- Receipt flags: transactions missing a matching receipt are flagged automatically, so tax time is a checklist instead of a hunt.
- Hands-off filing: set a trigger so forwarded statements are read, categorized, and filed without you touching them.
How To Use
- Clone the Finance Tracker Dashboard on this page into your workspace.
- Upload or paste last month's bank statement — the AI reads each line and creates expense records.
- Rename the suggested categories so they match how you actually run the business.
- Set a trigger so next month's statement files itself the moment it arrives.
- At month-end, open the dashboard and read the answer instead of building it — totals by category and by month, ready for your accountant.
Want a tracker shaped to your trade? Browse more live finance apps in the Community Gallery.