FINANCE

Your finances.
Finally under control.

Track income, expenses, budgets, accounts, and financial goals across personal life and business in one clear system.

Try it Free
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See your money
in one place

LifeDesk gives you a complete view of your personal and business finances without spreadsheets or scattered apps. Track what comes in, what goes out, and where your money is moving every month.

 

  • Track personal and business finances in one app
  • Connect bank accounts or add manual accounts
  • Monitor income, expenses, and balances clearly
  • Stay in control with one connected finance system

MAIN FEATURES

Everything you need
for your money management

From accounts and transactions to analytics and budgets, LifeDesk helps you manage your finances with more clarity and less effort.

Accounts

Connect real bank accounts or track manual accounts in one unified dashboard.

 

  • Connect real bank accounts
  • Cash, savings, crypto or other offline accounts
  • Track balances over time with snapshots
  • Support multiple currencies in one view
+

Transactions

See all income and expenses in one place with imports, filters, and smart organization.

 

  • Transactions from all accounts
  • Auto-categorization
  • Manual transactions for cash or offline accounts
  • Filter by category, business, account and more

Analytics

Understand where your money goes with charts, KPIs, and cash flow visibility.

 

  • Compare income vs. expenses visually
  • Track cash flow and category spending
  • See monthly trends over time
  • View KPIs like income, expenses, and net savings

Budget

Plan ahead with budgets, progress tracking, and planned vs. actual comparisons.

 

  • Monthly budgets by category
  • Compare planned vs. actual spending
  • Budget usage with progress bars
  • Separate personal and business budgets clearly

Almost everybody

Who is
Finance for?

U

Users who want clarity

Track salary, bills, spending, and savings in one place without relying on spreadsheets or multiple finance apps.
g

People with multiple accounts

See bank accounts, manual accounts, cash, and other balances together in one finance overview.

Freelancers and solopreneurs

Keep personal and business finances separate while still managing everything inside one connected system.

Anyone planning ahead

Use budgets, recurring entries, and financial goals to stay in control of your future, not just your current balance.

Finance is built for people who want better visibility, cleaner planning, and a clearer split between personal and business money.

ADVANTAGES

More control,
less financial chaos

LifeDesk connects daily money tracking with planning, forecasting, and long-term financial progress.

 

  • Keep personal and business finances clearly separated
  • Connect banks and reduce manual work
  • Use recurring items for better budgeting and forecasts
  • Track financial goals alongside everyday spending
  • Manage accounts, budgets, and analytics in one place

Get started today

Ready to take control
of your life?

Join LifeDesk to organize your life, track goals, and grow your business — all in one place.

Get Started Free
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Free forever · No credit card required · Web, iOS & Android

FAQ

Frequently asked questions

Get clear answers about how Finance works in LifeDesk and how it helps you manage personal and business money in one place.

What can I track in the Finance section?

You can track accounts, transactions, budgets, analytics, recurring items, financial goals, and finance-related tasks inside one connected finance system.

Can I connect real bank accounts?

Yes. LifeDesk supports real bank account connections, so transactions can be imported automatically instead of entered by hand.

Can I also use manual accounts?

Yes. You can add offline or manual accounts such as cash, savings, or crypto and track them alongside connected bank accounts.

Does LifeDesk separate personal and business finances?

Yes. Transactions, budgets, and goals can be kept personal or assigned to a specific business for a much clearer financial overview.

Can I create budgets in LifeDesk?

Yes. You can set monthly budgets by category, compare planned vs. actual spending, and see progress visually over time.

Does LifeDesk support recurring income and expenses?

Yes. Recurring income and expenses can be added and automatically reflected in your budget and cash flow planning.

Can I track financial goals?

Yes. You can create savings goals or financial targets, track progress visually, and connect them to life areas or businesses.

Is Finance only for personal money management?

No. LifeDesk is built for both personal and business finance, making it especially useful for freelancers, solopreneurs, and people managing both.