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Personal Finance

Budget tracking, savings goals, and investment notes — money, without the anxiety.

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About this template

A workspace for a calmer relationship with money. Track your budget, set concrete savings goals, and keep research notes on investments in one place. Plank can summarize spending, flag surprises, and help you think through trade-offs — no spreadsheets required.

What's included

  • Monthly budget template with category breakdown
  • Savings goals with progress tracking
  • Investment research folder for notes and theses
  • context.md captures your financial goals and priorities
  • AI partner for monthly money check-ins

What Plank handles

The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.

  • Sorts spending into categories

    The agent reads a statement or receipts and files every purchase into budget categories — with no manual entry.

    "Sort my Kaspi statement for July"

  • Budget control

    Watches category limits and warns you the moment overspending begins.

    "Warn me if I go over budget"

  • Subscription tracking

    Finds every recurring charge, totals it for the month and suggests what you can cancel.

    "How much goes to subscriptions?"

  • Savings help

    Works out how much to set aside each month to reach a goal on time, and tracks the progress.

    "How can I save for vacation faster?"

  • Monthly report

    Builds a clear report: where the money went, where you overspent and how much you set aside.

    "Build the report for July"

  • Where to save

    Compares months, spots categories that grew and suggests where you can realistically cut spending.

    "Where can I save money?"

See it working

This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.

Personal finance — Budget, spending, savings

Demo mode — changes aren't saved and reset on reload.

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