Run your money like a business you are proud of. Clone the live Finance Tracker Dashboard and income, expenses, and running balance land in one place that updates as you log — no month-end reconstruction from receipts.
The scene this fixes: a coffee receipt photographed at the counter on Tuesday, a client payment landing Thursday, a subscription renewing Saturday — and on the last day of the month you still cannot say whether you came out ahead. Here the answer is on the dashboard all month long.
What's Included
- Transaction log: Date, amount, category, account, and note — add from your phone in seconds
- AI categorization: A custom agent sorts new entries into your categories and learns your corrections
- Running balance: Income minus expenses, live, with the month-to-date position always visible
- Trend view: Category spend month over month in Table view, so drift shows up early
- Budget alerts: Automation triggers ping you when a category crosses its cap
How To Use
- Clone the app and set the five or six categories that actually describe your spending
- Log a week of transactions by hand — that is enough for the agent to learn your patterns
- Set a cap per category and switch on the alerts
- Review the trend view on the first of the month and adjust one category, not all of them
This is the AI-assisted version of the tracker. If you want a fixed monthly worksheet instead, use the Easy Finance Tracker; for the migrate-off-Notion layout, use the Notion Finance Tracker. For business receivables, go to the Accounts Receivable Collections Tracker.