BooksByTE

BooksByTE

About this app

BooksByTE is a financial workspace built for action — not just passive budgeting. Bring your accounts, transactions, recurring bills, and shared decisions into one clear place so you always know what happened, what's coming, and what to do next.
YOUR FINANCIAL COMMAND CENTER
See balances, transactions, and upcoming payments in a single dashboard that stays easy to follow. No more switching between apps, spreadsheets, and bank statements to piece together your financial picture.
TRANSACTION TRACKING THAT STAYS CLEAN
Log transactions manually, import from a CSV, or connect your bank account directly. Review imported activity in a staged queue before anything lands in your records — so your history stays accurate every time.
ACCOUNTS AT A GLANCE
Track all your accounts in one place — checking, savings, credit, and more. See real balances and net worth without logging into five different websites.
PAYMENT CALENDAR
See every bill, due date, and posted payment on a calendar built around your actual financial rhythm. Spot what's coming before it becomes catch-up work.
AI-POWERED GOALS & FORECASTING
Preview how one financial decision affects your cash position before you commit to it. What happens if you add a car payment next month? Start a savings goal? BooksByTE runs the scenario so you can decide with confidence — not guesswork.
RECURRING BILLS THAT STAY VISIBLE
BooksByTE detects recurring patterns from your transaction history and surfaces them for review — so subscriptions, bills, and expected payments stay confirmed, not just assumed.
SHARED FINANCIAL WORKSPACES
Invite household members or collaborators to a shared ledger with clear roles and visibility. Everyone works from the same financial picture — no more misaligned numbers or missed bills.
BUILT FOR REAL FINANCIAL LIFE
BooksByTE is for people who need to manage money actively. Review what happened, plan what's next, and follow through — all from one workspace.
Get started free. No ads. No data selling. Your financial data stays yours.

What’s new

Initial release of BooksByTE.

Features included:
• Transaction tracking and account management
• Recurring bill tracking and payment calendar
• Bank account connectivity
• Budget insights and financial snapshots
• Goals & Forecasting with AI-powered financial scenarios
• Shared ledger support for households and teams
• Push notifications for upcoming bills and reminders

Thank you for being one of our first users.