BooksByTE Live

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.