Personal Budget Dashboard
Take Control of Your Income, Expenses & Savings in One Smart View
All-in-one personal finance dashboard
See Personal Budget Dashboard In Action
The Personal Budget Dashboard by Kriatix is an AI-powered financial management solution designed to help individuals and families track income, monitor expenses, set savings goals, and make informed financial decisions from a single, intuitive dashboard. Whether you’re managing monthly household expenses or planning long-term financial goals, this dashboard brings clarity and control to your personal finances.
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What Is the Personal Budget Dashboard?
The Personal Budget Dashboard is a ready-to-use, fully customizable financial tracking solution that helps you organize and visualize your personal finances. Built on the Kriatix AI platform, it enables automated expense categorization, budget planning, savings tracking, and real-time insights—without technical complexity.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Individuals | Track expenses and control monthly spending |
| Families | Manage household budgets and shared expenses |
| Freelancers | Monitor variable income and plan cash flow |
| Students | Stay within budgets and track allowances |
| Financial Planners | Visualize personal finance data for better decisions |
Key Features
- Income & expense tracking
- Category-wise budget allocation
- Interactive charts and spending trends
- Monthly and yearly financial summaries
- Savings goal planning and progress tracking
- Automatic expense categorization
- Alerts for budget limits and overspending
- Secure data access with role-based controls
Benefits
- Gain full visibility into your financial health
- Reduce unnecessary spending with clear insights
- Build better saving habits and meet financial goals
- Track income from multiple sources easily
- Customize categories and budgets to your lifestyle
- Access your financial data anytime, anywhere
- Make smarter decisions with AI-driven insights
How It Works
- Set Up Your Budget – Define income sources and spending categories
- Log or Sync Expenses – Capture transactions automatically or manually
- Track Spending Trends – Visual dashboards show where money goes
- Set Savings Goals – Monitor progress toward short- and long-term goals
- Get Insights & Alerts – Receive notifications for limits and anomalies
Add-ons & Integrations
- AI Spending Insights Engine
- Bank & Wallet Data Connectors
- Expense Forecasting Module
- Financial Reports & Export Tools
- Third-party app integrations via Zapier
Deployment & Access
- Web, Mobile, and Tablet access
- Cloud-hosted or On-Premise deployment
- Enterprise-grade security and privacy controls
- Fully customizable interface and branding
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 I track multiple income sources?
Yes, the dashboard supports multiple income streams including salary, freelance, and passive income.
Does it automatically categorize expenses?
Yes, AI-powered categorization groups expenses based on spending patterns.
Can families share a single budget dashboard?
Yes, multiple users can collaborate with controlled access permissions.
Is my financial data secure?
Absolutely. The platform follows enterprise-grade security and data protection standards.
Can I export my financial reports?
Yes, you can export reports in PDF or spreadsheet formats.
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