Savings goals
Set a target amount, date, and priority, then record progress over time.
Transaction tracking, budgets, goals, and reports in one product.
Taksim records each entry with category, date, amount, and notes, then turns those records into budgets, recurring payments, goals, and monthly reports.
The monthly money cycle
Record spending
Add income and expense records with a category, amount, date, and note.
Compare budgets
See spent and remaining amounts update against each monthly category limit as transactions are added.
Update the plan
Keep recurring costs in view, then revise category limits and savings priorities when the month changes.
Planning and support
Analytics
Compare income, expenses, category totals, and budget progress for the selected month.
Shared savings goals
Invite another registered Taksim user to a savings goal and track each person's contributions there.
AI assistants
Connect an assistant from Settings when you want help reviewing your budget.
Create a budget from real entries.
Add transactions, set category limits, and track savings targets in Taksim.