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Set spending targets for each category and AI2Fin tracks your actual spending against them in real time — so you always know where you’re on budget, where you’re overspending, and how this month compares to the last.

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How it works

1

Set allocations

Give each category a monthly budget — or set an overall limit and split it across categories.
2

Track automatically

As transactions are categorised, AI2Fin tallies your actual spend against each allocation live.
3

See where you stand

Progress indicators show how much of each budget you’ve used and how much headroom is left.
4

Adjust and compare

Tune allocations as your needs change and compare spending trends month over month.

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Features

Category budgets

  • Monthly allocation per category
  • Per-category or overall limits
  • Adjust any time

Live tracking

  • Actual vs allocated, in real time
  • Remaining budget at a glance
  • Month-over-month trends
Allocations use your account currency and country tax settings, so budgets and reporting stay consistent across regions.
Related: Categories · Transaction Management · Dashboard