Expense Tracker & Budget

Overview

Starnionโ€™s expense tracker is an AI-powered ledger you record with natural language. Type something like โ€œlunch kimchi stew 9,000 wonโ€ and the AI automatically categorizes it, parses the date and amount, and records it instantly. You can also attach a photo of a receipt.

No need to learn a complicated app. Record expenses the way you talk, and just ask โ€œhow much did I spend this month?โ€ to get an analysis. Set category budgets to receive warnings when you exceed them, and get savings insights from your spending pattern analysis.


Recording Income & Expenses

Enter in Natural Language

Just type naturally in the chat box. No special format required.

Expense entry examples:

User: Lunch kimchi stew 9000 won
AI:   Food / Kimchi stew lunch / 9,000 won recorded ๐Ÿœ (March 8)

User: Cafรฉ Americano 4500 won card
AI:   Cafรฉ / Americano / 4,500 won recorded โ˜• (March 8 ยท Card)

User: Bus 1250 won
AI:   Transportation / Bus / 1,250 won recorded ๐ŸšŒ (March 8)

User: Bought shampoo on Coupang for 12800 won
AI:   Shopping / Shampoo / 12,800 won recorded ๐Ÿ›’ (March 8)

User: Netflix monthly subscription 17000 won
AI:   Subscriptions / Netflix / 17,000 won recorded ๐Ÿ“บ (March 8)

User: Clinic visit fee 5000 won
AI:   Medical / Clinic visit / 5,000 won recorded ๐Ÿฅ (March 8)

User: Had chicken with a friend yesterday. I paid 32000 won.
AI:   Food / Chicken / 32,000 won recorded ๐Ÿ— (March 7)

Income entry examples:

User: My salary came in. 2850000 won
AI:   Income / Salary / 2,850,000 won recorded ๐Ÿ’ฐ (March 8)

User: Received freelance payment 450000 won
AI:   Income / Freelance / 450,000 won recorded (March 8)

User: Sold a chair on a secondhand marketplace and got 30000 won
AI:   Income / Secondhand sale / 30,000 won recorded (March 8)

Entering multiple items at once:

User: Log today's expenses
      - Convenience store 5200 won
      - Lunch 8500 won
      - Coffee 4000 won
      - Subway 1250 won

AI:   4 entries recorded โœ…
      Food / Convenience store / 5,200 won
      Food / Lunch / 8,500 won
      Cafรฉ / Coffee / 4,000 won
      Transportation / Subway / 1,250 won
      โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
      Total spent today: 18,950 won

Entering from a receipt photo:

[Receipt image attached]
User: Add this receipt to my expense log

AI:   I've analyzed the receipt ๐Ÿงพ
      - Starbucks Tall Americano: 5,500 won
      - Blueberry muffin: 4,800 won
      Shall I record a total of 10,300 won under Cafรฉ?

User: Yes
AI:   Cafรฉ / Starbucks / 10,300 won recorded! (March 8)

Specifying a Date

If you include a date, the entry is recorded on that date.

User: I did grocery shopping the day before yesterday. Spent 67,400 won at the supermarket.
AI:   Shopping / Supermarket / 67,400 won recorded on March 6 ๐Ÿ›’

User: Last Monday I signed up for a 3-month gym membership. 270,000 won.
AI:   Culture / Gym membership / 270,000 won recorded on March 3 ๐Ÿ’ช

User: Dining out on February 28, 45000 won
AI:   Food / Dining out / 45,000 won recorded on February 28 ๐Ÿฝ๏ธ

Category System

When you record an expense, the AI analyzes it and automatically assigns a category.

Default Categories

Category Example items
Food Lunch, dinner, grocery shopping, convenience store food, delivery
Cafรฉ Coffee shops, cafรฉs, drinks, desserts
Transportation Subway, bus, taxi, gas, toll fees
Shopping Clothing, electronics, household goods, online shopping
Subscriptions Netflix, YouTube Premium, music streaming, app subscriptions
Medical Hospital visits, pharmacy, health check-ups, medical supplies
Culture Movies, performances, exhibitions, gym, hobbies
Other Items that donโ€™t fit the above categories

Custom Categories

You can specify a category beyond the defaults.

User: Pet food 35000 won, use the "Pets" category
AI:   Pets / Pet food / 35,000 won recorded ๐Ÿพ

User: English school monthly tuition 150000 won, category: Education
AI:   Education / English school / 150,000 won recorded ๐Ÿ“š

How Auto-Categorization Works

Input: "Starbucks Americano 5500 won"
  โ†“
AI analysis:
  - "Starbucks" โ†’ recognized as a cafรฉ brand
  - "Americano" โ†’ recognized as a beverage type
  โ†’ Category: Cafรฉ (confidence: high)

Input: "Pharmacy Tylenol 8200 won"
  โ†“
AI analysis:
  - "Pharmacy" โ†’ medical-related location
  - "Tylenol" โ†’ pharmaceutical product
  โ†’ Category: Medical (confidence: high)

Input: "Bought stuff at XX Mart"
  โ†“
AI analysis:
  - "Mart" โ†’ shopping-related
  - Specific item unclear
  โ†’ Category: Shopping (confidence: medium)
  AI: "What did you buy? I can categorize it more accurately."

Monthly Summary

You can request a monthly summary via chat, or view it on the expense dashboard in the Web UI.

Dashboard Layout

โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”
โ”‚  March Expense Summary              March 2025  โ”‚
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ฌโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ฌโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚  Total Incomeโ”‚  Total Spent โ”‚  Net (Incomeโˆ’Spent)โ”‚
โ”‚  2,850,000   โ”‚  847,300     โ”‚  +2,002,700        โ”‚
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ดโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ดโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚  Savings rate: 70.3%                             โ”‚
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚  Spending by category                            โ”‚
โ”‚  Food    โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘  342,500  40.4%        โ”‚
โ”‚  Cafรฉ    โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  127,000  15.0%        โ”‚
โ”‚  Transit โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   89,400  10.6%        โ”‚
โ”‚  Shoppingโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   67,400   8.0%        โ”‚
โ”‚  Subscr. โ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   62,000   7.3%        โ”‚
โ”‚  Other   โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  159,000  18.7%        โ”‚
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚  Last 6 months trend (Income / Spending)         โ”‚
โ”‚  Oct  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ / โ–ˆโ–ˆโ–ˆโ–ˆ                              โ”‚
โ”‚  Nov  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ / โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ                             โ”‚
โ”‚  Dec  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ / โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ                           โ”‚
โ”‚  Jan  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ / โ–ˆโ–ˆโ–ˆโ–ˆ                              โ”‚
โ”‚  Feb  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ / โ–ˆโ–ˆโ–ˆโ–ˆ                              โ”‚
โ”‚  Mar  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ / โ–ˆโ–ˆโ–ˆโ–ˆ                            โ”‚
โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜

Requesting a Summary via Chat

User: Summarize my income and expenses for this month
AI:   ๐Ÿ”ง Running `finance_summary`...

      ๐Ÿ“Š March Summary (as of the 1stโ€“8th)
      โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
      ๐Ÿ’ฐ Income:  2,850,000 won
      ๐Ÿ’ธ Spent:     847,300 won
      โœจ Net:    +2,002,700 won (savings rate 70.3%)

      ๐Ÿ“‚ Spending by category:
      Food           342,500  (40.4%)
      Cafรฉ           127,000  (15.0%)
      Transportation  89,400  (10.6%)
      Shopping        67,400   (8.0%)
      Subscriptions   62,000   (7.3%)
      Other          159,000  (18.7%)

User: Compare it with last month
AI:   Compared with February:
      Spending 847,300 vs last month 792,400
      โ†’ 7% increase (+54,900 won)

      Main increases:
      - Food: +42,000 won (more dining out)
      - Cafรฉ: +18,500 won

Budget Settings

Set monthly spending limits by category to manage your finances.

Setting a Budget via Chat

User: Set my food budget to 400,000 won
AI:   Food budget set to 400,000 won.
      Current food spending this month: 342,500 won (85.6% used)
      Remaining budget: 57,500 won

User: Set cafรฉ to 100,000 and transportation to 150,000
AI:   Budgets set!
      Cafรฉ:          100,000 won
      Transportation: 150,000 won

User: Show me the overall budget status
AI:   ๐Ÿ”ง Running `budget_status`...

      ๐Ÿ“‹ March Budget Status
      โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
      Category    Budget    Used    Left    %
      Food        400,000  342,500  57,500  85.6% โš ๏ธ
      Cafรฉ        100,000  127,000 -27,000 127.0% โŒ Over!
      Transit     150,000   89,400  60,600  59.6% โœ…
      Shopping    200,000   67,400 132,600  33.7% โœ…
      โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
      Total       850,000  626,300 223,700  73.7%

Setting a Budget in the Web UI

Go to Settings > Budget Management to enter budgets for each category directly.

  • Warning threshold: a caution indicator appears when spending exceeds this percentage of the budget (default: 70%)
  • Danger threshold: a danger indicator appears when spending exceeds this percentage (default: 90%)
Budget example:

Category       Monthly Budget
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Food           400,000
Cafรฉ           100,000
Transportation 150,000
Shopping       200,000
Subscriptions   70,000
Medical         50,000
Culture         80,000
Other          100,000
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Total        1,150,000

Budget Alerts

Receive alerts when you exceed a budget or approach a threshold.

How Alerts Work

[70% warning โ€” caution stage]
AI alert: "You've used 70% of your Food budget.
           Remaining budget this month: 120,000 won
           You can spend up to 5,455 won per day for the next 22 days."

[90% warning โ€” danger stage]
AI alert: "โš ๏ธ You've used 92% of your Transportation budget!
           Only 12,000 won remaining.
           Try to cut back on transportation spending this month."

[100% exceeded]
AI alert: "โŒ You've exceeded your Cafรฉ budget.
           Budget: 100,000 won / Spent: 127,000 won (27,000 won over)
           Consider reviewing your Cafรฉ budget for this month."

Telegram Alert Integration

Connect a Telegram channel to receive budget alerts on your phone as well. Stay on top of your spending in real time, even when youโ€™re out.


Spending Analysis

Beyond simple record-keeping, Starnion analyzes spending patterns and provides useful insights.

Analysis Metrics

1. Monthly trend (up to 12 months)

Income/spending trend:
       Income  โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—
       Spent   โ”€โ”€โ”€โ”€โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—โ”€โ”€โ—

       Monthly savings rate:
       Oct  68.2%  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘
       Nov  64.1%  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘
       Dec  55.8%  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  (higher year-end spending)
       Jan  72.4%  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘
       Feb  73.1%  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘
       Mar  70.3%  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ  (current)

2. Category share analysis

3-month cumulative spending breakdown:

Food         โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘  38.2%  (largest share)
Cafรฉ         โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  14.7%
Transit      โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  11.3%
Shopping     โ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   9.8%
Subscriptionsโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   7.2%
Medical      โ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   4.1%
Culture      โ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   6.3%
Other        โ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   8.4%

3. Day-of-week spending pattern

Average daily spending by day (last 30 days):

Sun  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘  24,800  (weekend dining out)
Mon  โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   9,200
Tue  โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   8,700
Wed  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  11,400
Thu  โ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘   9,800
Fri  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  17,300  (Friday dinners/social)
Sat  โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–‘โ–‘โ–‘โ–‘โ–‘โ–‘  21,200  (weekend activities)

4. Daily spending heatmap (last 90 days)

Spending intensity by date:
Low  โ–ก  โ–‘  โ–’  โ–“  โ–ˆ  High

January:
Sun  Mon  Tue  Wed  Thu  Fri  Sat
               โ–ก    โ–‘    โ–ก    โ–’    โ–’
 โ–‘    โ–ก    โ–ก    โ–‘    โ–ก    โ–“    โ–ˆ
 โ–ก    โ–ก    โ–‘    โ–ก    โ–‘    โ–’    โ–’
 โ–‘    โ–ก    โ–ก    โ–ก    โ–ก    โ–‘    โ–‘
 โ–‘

5. Summary statistics

Metric Value
Total spending (6 months) 4,812,400 won
Daily average 26,733 won
Total transactions 312
Top category Food at 38.2%
This monthโ€™s spending 847,300 won
Month-over-month change +7.0% โ†‘

AI Insights

Insights are automatically generated from your statistical data.

User: Analyze my spending patterns

AI:   ๐Ÿ“Š Spending pattern analysis:

      1. Cafรฉ spending increased 27.3% compared to last month โ˜•
         โ†’ That's an average of 1.4 cups per day

      2. Friday is your highest-spending day (avg. 17,300 won/week) ๐Ÿ’ฐ
         โ†’ Mostly dining out / social activities

      3. You're spending 62,000 won on subscriptions this month ๐Ÿ“บ
         โ†’ Check if there are any you're no longer using

      4. Food budget: 85.6% of 400,000 won used โš ๏ธ
         โ†’ 22 days left in the month โ€” worth keeping an eye on

      Savings tip: Cutting cafรฉ visits to 3 times a week
      could save you around 40,000 won per month ๐Ÿ’ก

Data Management

Editing Records

User: Change the 1250 won transportation entry I entered today to 1450 won
AI:   Transportation / Bus / 1,250 won โ†’ 1,450 won updated โœ๏ธ

User: Change the category of the last entry from Food to Cafรฉ
AI:   Category updated to Cafรฉ โœ…

To edit directly in the Web UI:

  1. Click the item you want to edit in the transaction list
  2. Modify the amount, category, description, or date
  3. Click the Save button

Deleting Records

User: Delete the convenience store 5200 won entry I recorded today
AI:   Deleted the convenience store 5,200 won entry ๐Ÿ—‘๏ธ

User: Can you undo that deletion?
AI:   Sorry, deleted records cannot be recovered.
      Would you like me to re-enter it?

Filtering and Viewing Records

User: Show me my cafรฉ expenses for this month
AI:   ๐Ÿ”ง Running `finance_list`...

      March cafรฉ expenses:
      3/1   Starbucks Americano      5,500
      3/2   Ediya Coffee             3,800
      3/4   Blue Bottle latte        7,200
      3/5   Convenience store can    2,000
      ...
      โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
      Total: 127,000 won (18 entries)

User: Show only expenses over 50,000 won
AI:   This month's expenses over 50,000 won:
      3/1   Grocery shopping        67,400
      3/3   3-month gym membership 270,000
      3/7   Dinner with friends     85,000
      Total: 422,400 won (3 entries)

Querying Your Ledger via AI Chat

Natural language queries support a wide variety of lookups.

Period Queries

User: How much did I spend on food this month?
AI:   March food spending: 342,500 won (29 entries)
      85.6% of the 400,000 won budget used.

User: What was my total spending last month?
AI:   February total spending: 792,400 won
      Savings rate of 72.2% against income of 2,850,000 won

User: Show me cumulative spending from January to March this year
AI:   Januaryโ€“March 2025 cumulative spending:
      January: 758,200 won
      February: 792,400 won
      March: 847,300 won (in progress)
      Total: 2,397,900 won

Category Queries

User: How much have I spent on subscriptions in the last 3 months?
AI:   Subscription spending over 3 months:
      January:  62,000 won
      February: 62,000 won
      March:    62,000 won
      Total: 186,000 won
      Active subscriptions: Netflix, YouTube Premium, Spotify

User: What are my top 3 spending categories this month?
AI:   This month's top 3 categories:
      #1  Food          342,500  (40.4%)
      #2  Cafรฉ          127,000  (15.0%)
      #3  Transportation  89,400  (10.6%)

Comparison Queries

User: Am I spending more this month than last month?
AI:   March spending: 847,300 won (as of 1stโ€“8th)
      February spending: 792,400 won (full month)

      At this pace, March total is projected to reach
      approximately 3,178,000 won (based on daily average).
      Looks like it could exceed last month โ€” heads up โš ๏ธ

User: Compare with the same time last year
AI:   March 1โ€“8, 2024 spending: 731,200 won
      March 1โ€“8, 2025 spending: 847,300 won
      +15.9% increase year-over-year.
      Main drivers: Food +22.4%, Cafรฉ +18.7%

Analysis Queries

User: Which day of the week do I spend the most?
AI:   Day-of-week analysis for the last 30 days:
      Friday averages the highest at 17,300 won. ๐Ÿ’ธ
      Mainly dining out (52%) and transportation (18%).

User: What's my daily average spending this month?
AI:   March 1โ€“8 basis:
      847,300 won รท 8 days = 105,913 won/day average
      At this rate, March total spending would be about 3,283,000 won.
      Might be worth cutting back a little ๐Ÿ˜…

Tips & Examples

Real-World Use Scenarios

Scenario 1: Morning commute

(After boarding the subway)
User: Subway 1250 won
AI:   Transportation logged! 1,250 won โœ…

(Stopping at a cafรฉ)
User: Iced Americano 5000 won card
AI:   Cafรฉ logged! 5,000 won โœ…

Today's commute total: 6,250 won

Scenario 2: After lunch

User: Had samgyeopsal with coworkers. Total was 92,000 won split 4 ways, so 23,000 won for me
AI:   Food / Samgyeopsal / 23,000 won recorded ๐Ÿฅฉ (March 8)

User: We went to a cafรฉ for dessert. Iced tea 6000 won
AI:   Cafรฉ / Iced tea / 6,000 won recorded โ˜•

Today's lunch total: 29,000 won

Scenario 3: Month-end review

User: How did this month go?

AI:   ๐Ÿ“Š March Final Summary
      โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
      Income:  2,850,000 won
      Spent:   1,247,300 won
      Savings: 1,602,700 won (savings rate 56.2%)

      Notable this month:
      โš ๏ธ Cafรฉ budget exceeded by 127% (27,000 won over)
      โœ… Transportation budget well managed (59.6% of budget used)
      ๐Ÿ“ˆ Spending up 57.4% from last month

      Recommendations for next month:
      - Raise the Cafรฉ budget to 130,000 won, or
      - Limit cafรฉ visits to 5 times per week or fewer

Scenario 4: Handling a budget crunch

AI:   โš ๏ธ Alert: You've used 91% of your Food budget.
      Remaining: 36,000 won / Days left: 8

User: How much can I spend per day for the next 8 days?
AI:   36,000 won รท 8 days = 4,500 won per day.
      That's a bit tight ๐Ÿ˜…
      Cooking at home with groceries should make it very doable!

User: Increase my budget by 50,000 won
AI:   Food budget updated from 400,000 won โ†’ 450,000 won.
      Remaining: 86,000 won (10,750 won/day for 8 days)

Tips for Getting More Out of the Expense Tracker

  1. Record right away: Entering expenses immediately after they happen keeps your records accurate and ensures nothing is forgotten.

  2. Use receipt photos: For large purchases or items with many line items, snapping a photo of the receipt lets the AI auto-enter multiple entries at once.

  3. Set budgets at the start of each month: Setting category budgets at the beginning of the month makes spending management much easier.

  4. Make weekly reviews a habit: Asking โ€œsummarize my spending this weekโ€ once a week gives you a quick snapshot of your spending patterns.

  5. Use AI insights: Regularly asking โ€œanalyze my spending patternsโ€ helps you discover where you can save.


๐Ÿ’ฌ Telegram Usage Examples

Just talk to Nion in natural language. No special commands needed โ€” chat like you normally would!

Recording Expenses

Spent $5.50 on an iced latte at Starbucks

โ†’ Automatically recorded under the Cafe category

Lunch was $8 for kimchi stew

โ†’ Automatically categorized as Food

Taxi fare was $12

โ†’ Recorded under Transportation

Viewing Expenses

How much did I spend this month?

โ†’ Shows total monthly spending with category breakdown

How much did I spend on food last week?

โ†’ Shows the food category total for last week

Budget Management

Set my food budget to $300 for this month

โ†’ Food category budget is set

How much budget do I have left?

โ†’ Shows remaining budget and usage rate per category

Editing and Deleting

Change the Starbucks $5.50 I just entered to $4.50

โ†’ The expense record is updated

Delete today's taxi fare

โ†’ The expense record is removed


Frequently Asked Questions

Q. I entered the wrong amount. How do I fix it?

A. Just say โ€œfix the [item] [amount] I just entered.โ€ You can also click the entry directly in the transaction list in the Web UI.

User: Change the convenience store entry I entered earlier from 5200 won to 4200 won
AI:   Convenience store expense updated from 5,200 won โ†’ 4,200 won.

Q. The automatic category classification was wrong.

A. Say โ€œchange the category from [original category] to [desired category]โ€ and it will be updated instantly. If the AI consistently misclassifies a certain type of entry, feel free to share feedback โ€” it helps us improve.

Q. Can I enter expenses from a previous month?

A. Yes, just specify the date. For example, entering โ€œFebruary 15 supermarket 32,000 wonโ€ will record it on that date.

Q. Can I export my expense data to Excel?

A. A CSV export feature is currently in development. For now, you can request โ€œsend me this monthโ€™s expense listโ€ to receive it in text format.

Q. Can I manage shared expenses (family, partner)?

A. Currently the system is account-based for individual use. A shared ledger feature is planned for a future update.

Q. What alerts do I get when I exceed a budget?

A. You receive alerts at 70% (warning), 90% (danger), and 100% exceeded (urgent) of each budget. Connecting Telegram allows you to receive alerts on mobile as well.

Q. How do I record income?

A. Type something like โ€œsalary of 3 million won came inโ€ or โ€œincome 3,000,000 wonโ€ and it will automatically be classified as income. Positive amounts are treated as income; negative amounts as expenses.

Q. Can regular subscription payments be recorded automatically?

A. Manual entry is the default, but for recurring fixed amounts you can say โ€œauto-record Netflix 17,000 won every monthโ€ and it will be logged automatically each month.


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