If you searched for a Notion budget planner template, this Taskade Genesis version helps you track income and expenses while an AI agent categorizes spending, summarizes the month, and flags where you went over.
What's Included
- Income and expense records: Amount, category, date, account, and recurring flags in one structured ledger.
- AI budget agent: A custom agent categorizes transactions, drafts monthly summaries, and flags overspending.
- Automatic capture: Forward receipts by email and import bank exports through 100+ integrations.
- Finance views: Table for the ledger, Calendar for bill due dates, and Board for budget categories.
How To Use
- Clone the template into your Taskade workspace.
- Set your monthly budget categories and starting balances.
- Connect email receipts and bank exports so transactions land automatically.
- Ask the AI agent for a monthly summary and where you can cut back.
Browse personal-finance apps in the Community Gallery or explore more Notion alternative templates.
