What is the Finance Tab?
The Finance Tab brings the same clarity TaskSolver gives your to-do list to your money. Track your income, fixed expenses, and installment payments in one place, and always know your current balance and what's already committed for the month ahead.
Instead of just showing numbers, every view comes with a plain-language verdict — Safe, Caution, At Risk, or Danger — so you know not just what your balance is, but what it actually means for your month.
Before adding a new expense, use "Can I afford it?" to simulate the impact instantly: enter an amount, choose whether it's a one-time cost, a new recurring expense, or an installment plan, and see exactly how it changes your outlook — no calculations required.
How can it help you be more productive?
- Know where you standSee your current balance, what's already committed, and what's still free to spend — updated in real time.
- Plan a month aheadRecurring income and expenses are already known, so TaskSolver projects next month's balance before it even starts.
- Ask before you spendSimulate any new expense — one-time, recurring, or in installments — and get an instant Safe/Caution/At Risk/Danger verdict.
- Builds on categories you already useYour existing Work, Home, and Health categories carry straight over to Finance — no separate setup required.
How it works in TaskSolver
Set up your income sources, fixed expenses, and any installment plans once. TaskSolver automatically calculates monthly amounts and tracks how many installment payments remain.
The This Month view shows your balance, a visual budget breakdown, and a risk badge with a plain-language explanation. The Next Month view projects the same picture ahead of time, based on what's already scheduled.
Each payment or collection is linked to a task you can check off as it happens — confirming it in Finance marks the task done, and marking the task done confirms it in Finance, so the two always stay in sync.