About Transaction Tracker

Automate Expenses & Tax Reports

Transaction Tracker - Automate Expenses & Tax Reports

Every freelancer and small business owner knows the January ritual: a year of bank statements, a spreadsheet, and an afternoon spent guessing which coffee shop charge was a client meeting. The information was always there. It just was not organized while it was fresh.

Transaction Tracker connects to your bank through Plaid and sorts it as it happens. Business and personal are separated automatically, recurring subscriptions are surfaced and tracked, and the tax report you need at the end of the year builds itself as you go.

What Transaction Tracker gives you

  • Automatic bank sync. Connect any supported account through Plaid, in read-only mode.
  • Business and personal, split. Rules learn from your corrections and apply themselves going forward.
  • Subscription tracking. Every recurring charge in one list, including the ones you forgot about.
  • Tax reports on demand. Category totals for the year, exportable, ready to hand to an accountant.
  • Spending patterns. See where the money actually goes, month over month.

Bookkeeping is a chore because it is done in one painful batch. Done continuously and automatically, it stops being a chore at all. That is the whole idea behind this tool.

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