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Expense Tracker icon

finance · By Goalmatic

Version 1.2.6 · Updated Sep 2, 2026

Expense Tracker

Track spending through the web, WhatsApp, and email without losing context.

Free to installUses shared credits only for metered actions

Uses your Goalmatic account and the workspace you choose. Installation does not spend credits.

Expense Tracker settings for currency and summary timezone
A look inside Expense Tracker

Product tour

See what you can do

Screenshots provided for this App.

Why this App

What it helps you achieve

Store transactions

Creates or links the account ledger used by the web app and automations.

Track financial accounts

Stores account names, types, currencies, and tracked balances.

Organize categories

Stores account-specific transaction categories and rules.

Manage budgets

Stores category limits and budget alert configuration.

Confirm uncertain expenses

Stores parsed messages and receipts that require user confirmation.

About

Built for a focused job

Expense Tracker provides an account-scoped ledger, budgets, balances, receipt imports, confirmations, reminders, and summaries. Product behavior is composed from Goalmatic Tables, one finance agent, generic workflows, and explicitly selected connected accounts.

How it works

  1. 1
    Choose a workspace

    Use your Goalmatic account and select where this App should work.

  2. 2
    Review access

    See the declared resources, permissions, and connected accounts before continuing.

  3. 3
    Open the App

    Start with the installed Store release in the workspace you selected.

Goalmatic credits

The App is free to install. If a specific AI, research, publishing, or provider action uses shared credits, Goalmatic shows the applicable cost when the platform exposes it.

  • Credits belong to your selected workspace.
  • Installation and ordinary browsing do not spend credits.
  • Top-ups stay in central Goalmatic billing.

Access stays explicit

The App receives only the access declared by this Store release and approved for the workspace you choose.

9Required
5Optional
13Resources

Connected accounts: WHATSAPP

  • A Goalmatic account and workspace
  • A connected WHATSAPP account for provider actions
Permissions14 declared
Store transactionsRequired

Creates or links the account ledger used by the web app and automations.

Can link a compatible existing Table to prevent duplicates.
Track financial accountsRequired

Stores account names, types, currencies, and tracked balances.

Can link a compatible existing Table to prevent duplicates.
Organize categoriesRequired

Stores account-specific transaction categories and rules.

Can link a compatible existing Table to prevent duplicates.
Manage budgetsRequired

Stores category limits and budget alert configuration.

Can link a compatible existing Table to prevent duplicates.
Confirm uncertain expensesRequired

Stores parsed messages and receipts that require user confirmation.

Can link a compatible existing Table to prevent duplicates.
Store reminder settingsRequired

Stores timezone, reminders, summaries, channel aliases, and migration metadata.

Can link a compatible existing Table to prevent duplicates.
Audit imported receiptsRequired

Stores deduplicated import events and processing outcomes.

Can link a compatible existing Table to prevent duplicates.
Use the expense assistantRequired

Lets the installed assistant read and update only the Tables bound to this installation.

Capture WhatsApp expensesOptional

Processes signed normalized WhatsApp messages using the selected account and generic nodes.

Import email receiptsRequired

Processes signed normalized email receipt events using generic nodes.

Send daily summariesOptional

Reads the ledger on schedule and sends a concise summary through the selected WhatsApp account.

Send expense remindersOptional

Uses account settings and the selected WhatsApp connection for scheduled reminders.

Monitor budget limitsOptional

Provides an inactive, operator-runnable budget evaluation workflow. Confirmed expense handling remains the normal alert path.

Use a WhatsApp accountOptional

Uses the exact WhatsApp account selected during installation for confirmations, reminders, and summaries.

Connected account: WHATSAPP
Installation resources13 total
7 TablesExpense Transactions, Expense Accounts, Expense Categories, Expense Budgets, Pending Expense Confirmations, Expense Tracker Settings, Expense Import Events
1 agentsExpense Assistant
5 workflowsExpense Tracker - capture WhatsApp expense, Expense Tracker - import email receipt, Expense Tracker - daily summary, Expense Tracker - capture reminder, Expense Tracker - budget alerts

Trust and lifecycle

Know what happens before and after installation

Data stays scoped to the workspace you choose.
New permissions require another approval.
Uninstall stops sessions and workflows first.
App-created Tables are preserved by default.
Expense TrackerFree to install