ExpenseTrack

Total Spent

This month

Budget Left

Remaining

Largest

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Tax Deductible

Deductible total

InvoiceReady

You track every dollar out — InvoiceReady tracks every dollar in. Together they give you the clearest picture of your business finances: real profit, real cash flow, real control. One ecosystem, zero gaps.

Bank Balance

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Connect Bank →

Reconciliation

Connect bank to reconcile

Spending by Category

Month-over-Month

This Month Last Month

Recent Expenses

Connect Your Bank Account

Link your business bank account via Plaid to automatically import transactions, track your real balance, and keep ExpenseTrack perfectly aligned with your actual spending.

Real-time account balance

Automatic transaction import

Smart expense categorization

Daily reconciliation with your logged expenses

Supports 10,000+ US banks & credit unions

Bank-level 256-bit encryption. ExpenseTrack never stores your bank credentials. Powered by Plaid.

Connected via Plaid

Current Balance

Available Balance

Reconciliation Summary

Bank Balance

Tracked Expenses (This Month)

Recent Bank Transactions

Scan a Receipt

Snap or upload a photo of any receipt — we'll extract every line item automatically

Scanned Receipts

Recurring Items

Monthly Budget Overview

May 2026

Budgeted

Spent

Used

Remaining

Total Monthly Budget:

ProposalPro

Knowing your costs makes your proposals sharper. Use ExpenseTrack to understand your real overhead, then build proposals in ProposalPro that price your work accurately — and profitably.

Spending by Category

Month-over-Month

Recent Expenses

Connect Your Bank Account

Reconciliation Summary

Recent Bank Transactions

Import History

Scan a Receipt

Scanned Receipts

Recurring Items

Monthly Budget Overview

Summary

Category Breakdown

Monthly Spending Trend (12 Months)

Tax Deductible Summary

Spending by Category

Month-over-Month

Recent Expenses

Connect Your Bank Account

Reconciliation Summary

Recent Bank Transactions

Import History

Scan a Receipt

Scanned Receipts

Recurring Items

Monthly Budget Overview

Summary

Category Breakdown

Monthly Spending Trend (12 Months)

Tax Deductible Summary

Log Expense

Edit Budget

Add Recurring Expense

Scanning Receipt

Receipt Scanned — Review Items

Connect Your Bank

Import Transaction

How to Use ExpenseTrack

Tips & Tricks