Subscriptions & Expenses Across Multiple Accounts
Expenses spread across banks and credit cards make it hard to track true monthly spending.
Why manual budget and expense tracking fails
Managing transactions, subscriptions, and recurring expenses across accounts is overwhelming. That's why a modern budget tracking app is essential for financial clarity.
No Clear Visibility Into Spending Patterns
Without proper expense tracking, it's impossible to identify leaks or overspending.
Missed Cashflow Trends and Price Increases
Manual tracking fails to catch rising subscriptions and recurring expense changes.
How budget and cashflow tracking works
Simple setup, automatic tracking, powerful insights. Our expense tracking software makes it effortless to manage your finances.
01
Link Your Bank and Credit Card Accounts
Connect bank accounts and credit cards using secure Account Aggregator and Plaid integrations
02
View All Transactions in One Dashboard
See income and expenses from all accounts in a single consolidated timeline
03
Analyze Spending and Cashflow Trends
Analyze category breakdowns, merchant spending, and month-over-month cashflow trends
04
Get Smart Alerts and Insights
Receive alerts about spending increases, recurring bills, and unusual transactions
Expense, budget, and cashflow tracking in one dashboard
Personal finance tracking made easy. InvestMates automatically tracks transactions, subscriptions, and recurring expenses across linked accounts.
Unified Transaction Timeline
View all transactions across bank accounts and credit cards in a single consolidated list
Subscription Tracking
Dedicated tracking for all subscriptions with price change alerts and monthly/yearly cost analysis
Recurring Expense Analysis
Automatically identify and track recurring bills separately from one-time expenses
Auto-Categorization & Tags
Transactions automatically categorized with ability to add custom tags for better tracking
Category & Merchant Breakdown
See spending by category and merchant to understand where money goes each month
Income & Expense Tracking
Track monthly and yearly income, expenses, and net cashflow with clear visualizations
Deficit/Surplus Rate
Financial health metric showing your savings rate and month-over-month trends
Personal & Business Separation
Tag and track business expenses separately from personal spending for clearer records
25,000+
Users Tracking Cashflow
$1.2B+
Transaction Tracked
150K+
Subscriptions Monitored
Real-time
Transaction Sync
Trusted by thousands managing their personal finances
See how InvestMates members are saving thousands every year by using the best money management apps available today.
Frequently asked questions
Everything you need to know about cashflow tracking
Start Tracking Your Cashflow with Clarity
Get a complete view of your transactions, spending patterns, and monthly cashflow with InvestMates.
Start tracking your cashflow with clarity
Get a complete view of your transactions, spending patterns, and monthly cashflow with InvestMates, the best expense tracker app for comprehensive financial management.
Free forever. No credit card required. 2-minute setup.