Snap or upload your receipts and Taskade Genesis builds a working expense tracker — records, categories, running totals, and an AI agent that files each one — in minutes. The Personal Expense Tracker is live on this page: use it, then clone and own it in one click. No spreadsheet babysitting, no manual entry.
Taskade Genesis uses document intelligence to read each receipt image or PDF — pulling vendor, date, amount, and category — then creates a structured expense record. Every record links to its project or client via the Relationship field, so your expense data is relational from the start: filter by client, by month, by category without rebuilding anything.
multiple project views render the same data in every format you need: a Table for the full ledger, a Calendar for spend-by-day, a Board for approval status. The embedded AI agents with built-in tools (including OCR) run the categorization work autonomously — they sort expenses, flag duplicates, and write monthly summaries without you opening a spreadsheet. Built-in automations chase missing receipts, sync totals, and push updates through 100+ bidirectional integrations — pull receipts from Gmail attachments, push summaries to QuickBooks or your accountant's shared folder.
The Workspace DNA loop — Memory (every receipt filed) → Intelligence (agents categorize and flag gaps) → Execution (automations run the ledger forward) — is the difference between a live tracker and a dead export.
Start from the Community Gallery with 150,000+ cloneable finance apps, or describe your expense categories in a prompt.
Common questions
Can the AI read handwritten or low-quality receipt photos?
Yes. The embedded agent uses OCR (one of the built-in tools) to extract text from photos, PDFs, and scanned documents — including imperfect captures. It flags receipts where fields are missing for your review.
Can I share the tracker with my accountant?
Yes. Share a read-only link to the Table or Calendar view, or export to a format your accountant uses. No accountant seat required.
How do I handle receipts across multiple projects or clients?
Use the Relationship field to link each expense record to its project or client. Filter the Table view by relationship to see per-project spend at a glance.
See finance templates, bookkeeping automations, and related converters: receipt photos to expense app, invoices to expense tracker.