Master your budget every day.

Automatically categorize expenses, set budgets per category and visualize where your money goes each month. All in one place.

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Screenshot of budget management and categories in Elix

Smart automatic categorization

Define keywords for each expense category. Elix automatically matches your transactions to the right categories as soon as they sync.

Save time by eliminating manual sorting. New transactions are classified instantly thanks to your custom rules.

  • Assign keywords to categories to auto-classify every transaction.
  • Use regular expressions for advanced categorization rules.
  • Assign a primary and secondary category to each transaction.
  • Newly imported transactions are instantly sorted by your rules.
Screenshot of category editing with automation in Elix
Screenshot of transaction list with filters in Elix

Monthly budgets with real-time tracking

Set a budget for each category and track your progress throughout the month. Visual progress bars instantly show you where you stand.

Analyze spending by period, compare months and identify consumption trends to better manage your money.

  • Set a monthly budget per category and track your progress.
  • Visual progress bars show where you stand in each budget.
  • Get alerted when you approach or exceed your budget limits.

Detailed transactions and advanced search

Find any transaction in seconds with advanced search. Filter by date, amount, category or description.

Advanced search

Find any transaction instantly with filters by amount, date, label or category.

Split transactions

Split a single transaction across multiple categories for accurate tracking.

Manual entry

Add cash expenses or off-bank transactions in just a few clicks.

Customizable financial dashboards

Create your own financial dashboards with configurable panels. Spending by category, balance trends, monthly breakdown.

Visualize your finances exactly as you want, with clear charts and relevant indicators.

  • Create custom panels to display the data that matters to you.
  • Visualize spending with interactive charts by category and period.
  • Compare budgets across periods to spot your spending trends.
Screenshot of the financial dashboard in Elix

Frequently asked questions

You define keywords for each category (e.g. 'Walmart', 'Target' for 'Groceries'). When a transaction syncs from your bank, Elix automatically matches it to your keywords and assigns the right category.

Yes, you can add manual transactions for cash expenses or any payment not automatically synced.

Use the 'Split' function on any transaction to divide it across multiple categories with amounts of your choice.

Elix uses GoCardless (formerly Nordigen) to connect to over 2,400 European banks. Most major banks in France, Germany, Spain and Italy are supported.

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