Monthly Spending Tracker
See Exactly Where Your Money Goes Each Month
Auto-generate charts from CSV uploads.
See Monthly Spending Tracker In Action
The Monthly Spending Tracker by Kriatix gives individuals and finance teams a clear, month-by-month view of spending patterns. It consolidates expenses, categorizes spend, and highlights trends making it easier to control costs and plan smarter.
Built for simplicity and insight, it replaces guesswork with clarity.
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What Is the Monthly Spending Tracker?
The Monthly Spending Tracker is a centralized dashboard that summarizes expenses across categories for a selected month. It helps users understand how money is spent, compare month-over-month changes, and identify areas where costs can be reduced.
The tracker adapts to different expense sources and spending structures.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Individuals | Gain control over monthly expenses |
| Finance Teams | Monitor and analyze spending patterns |
| Operations Teams | Identify recurring cost drivers |
| Financial Advisors | Guide clients with clear spend insights |
| Founders & CXOs | Maintain visibility into monthly cash outflow |
Key Features
- Monthly expense summary view
- Automatic expense categorization
- Category-wise spend breakdowns
- Month-over-month spending comparison
- Filters by category, date, or source
- Visual charts and trend indicators
- Export-ready monthly reports
Benefits
- Understand spending habits clearly
- Identify unnecessary or rising expenses
- Improve monthly budgeting decisions
- Reduce reliance on manual tracking
- Spot trends before they become issues
- Build better financial discipline
How It Works
-
Add Expense Data – Upload or connect expense sources
-
Categorize Spending – Organize expenses automatically
-
View Monthly Summary – See total and category-wise spend
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Compare Trends – Analyze changes across months
-
Export Insights – Use reports for planning or reviews
Add-ons & Integrations
- Expense Classification Tool
- Savings Goal Planner
- Personal Finance Analytics
- Bank Statement Parser
- API access for financial data
Deployment & Access
- Web and mobile-friendly interface
- Cloud or on-premise deployment
- Secure data handling
- Role-based access and controls
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Can it track expenses from multiple sources?
Yes. Expenses from different sources can be consolidated into one view.
Are expenses categorized automatically?
Yes. Spending is grouped into categories for easy analysis.
Can I compare spending across months?
Yes. Month-over-month comparisons are supported.
Can reports be exported?
Yes. Monthly spending reports can be exported for records or planning.
Is personal financial data secure?
Yes. Enterprise-grade security and access controls are applied.
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