Personal finance, organized

Track monthly spending, budgets, and goals.

Add transactions, set category limits, and monitor savings targets from one web and mobile app.

Use it for your own budget first; add shared priorities when you plan with someone else.

Product snapshot

Month, budget, and goals in one view.

Review income, expenses, category budgets, and savings targets before the month ends.

Monthly overview

Month-to-date totals

See income, expenses, and balance for the selected month.

Savings goals

Target tracking

Compare saved amount, remaining amount, and target date.

Daily use

Fewer sheets and side notes.

Transactions, budgets, recurring payments, and goals use the same categories. AI assistants can use them too.

Month-end decisions

Know what is left before you spend again.

Compare today's spending with category limits and savings targets before the month closes.

What Taksim tracks for a month.

Enter transactions, compare spending against category limits, and keep each savings goal tied to a target date.

Log spending as it happens

Add income and expense entries with category, amount, date, and notes.

Use the same categories in transactions, budgets, and monthly reports.

Set category budgets

Create limits for food, rent, subscriptions, travel, or any custom category.

Spent and remaining amounts update as new transactions are added.

Track savings targets

Define target amount, target date, and priority for each goal.

Review progress next to monthly budget decisions.

How records connect

Transactions feed budgets, reports, and goals.

Each expense belongs to a category, so budgets and reports reflect the same records you enter.

Product model

Transactions, category budgets, recurring payments, and savings goals share the same account.

Monthly reporting comes from actual entries instead of a separate spreadsheet.

Spending

Transaction records

Track income and expenses by date and category.

Budgets

Category limits

Compare spent and remaining amounts each month.

Goals

Target amounts

Track deadline, priority, saved, and remaining amount.

Plan the month from the records you enter.

Taksim connects daily transactions, recurring payments, budgets, and goals so each decision starts from the same numbers.

Before you buy

Check category limits and remaining budget before a larger purchase.

Bills in the month

Keep rent, subscriptions, and other repeating costs next to one-off spending.

Goals next to spending

Review savings targets beside this month's expenses before changing plans.

Personal first

Use it for your own budget.

Start with your income, expenses, categories, budgets, and savings targets before adding shared planning.

  • Add transactions with category, date, amount, and notes.
  • Set category limits for the current month.
  • Create savings goals with target amount and date.

Shared priorities

Shared planning can use the same categories.

For couples or households, use the same category budgets and goals to discuss monthly spending.

Create a budget from real entries.

Add transactions, set category limits, and track savings targets in Taksim.

Start on web, then check the same records from mobile.