Track where your money goes with a clean, intuitive expense tracker template designed for all users. Whether you’re budgeting monthly or managing variable trading-related costs (software, subscriptions, losses, brokerage), this tool helps you stay in control.
With prebuilt categories, filters, and summaries, it makes it easy to monitor personal and business expenses in one view.
🛠️ How It Works
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Access website: Create your account onetime
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Add Transactions: Categorize by type (fixed, variable, trading-related, tax-deductible)
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Set Budget Goals: Visual monthly progress bars and pie charts
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Review Monthly Summary: Compare plan vs actual and tag anomalies
🧩 What’s Included
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📄 Expense Tracker – Designed for mobile & desktop use
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📊 Google Sheets Version – Includes graphing, conditional coloring, and pivot-ready tables
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🏷️ Tag System – Food, Rent, Travel, Tools
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📈 Monthly Trend View – Auto-generated visuals
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🔁 CSV Import Format – For downloading expenses
💡 Ideal For
- AI Prompt + Journal users wanting full financial visibility
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