How It Works

A simple financial flow that starts with what you already own.

Keksio is designed to feel logical from the first step. First, you add the accounts, wallets or funds you want to manage. Then you track income and expenses, organize projects and understand the full picture through clean reports and insights.

Add Funds
Track Activity
Organize Projects
See Insights
Your Path

From setup to full visibility in four clear steps.

The system is built to feel natural. You define the financial sources you want to manage, record movement, keep things organized and then use visuals to understand where you stand.

Start by adding your funds, accounts or assets

First, you create the financial sources you want to manage inside Keksio. These are not necessarily direct bank integrations — they are your own structured financial containers. For example: cash, personal wallet, business card, PayPal, savings, project budget or any amount you want to monitor.

Cash Cards Wallets Savings Custom funds
01
Your starting structure
Build a clean base before adding transactions, so everything later has a proper place.
NLB Card Cash Business Fund
Track what comes in and out
Once your sources are ready, every income or expense becomes easier to record and understand.
Income Expense Categories
02

Add incomes and expenses as activity happens

After setup, you start recording real financial movement. Add freelance income, salary, client payments, subscriptions, food, transport, rent or any other expense. Because you already created your accounts and funds, every entry can be tied to the right source.

Income tracking Expense tracking Categories Date based history

Organize spending with projects, items and structure

When you need more than simple tracking, Keksio lets you organize activity inside projects. This is useful for things like home renovation, office setup, business investment, travel, content production or any custom goal where multiple costs belong together.

House projects Client budgets Project items Total cost view
03
Group related costs together
Instead of losing context, you can keep all related expenses inside a single project view.
House Office Setup Content Project
Understand the full picture
Use summaries, charts, filters and monthly views to see what is really happening with your money.
Pie Reports Filters Profit View
04

Review reports, filters and monthly insights

At the end of the flow, Keksio helps you understand your data visually. See monthly income versus expenses, identify where money goes, review project costs, use charts and pies, and get a clearer view of profit, loss and financial patterns over time.

Dashboard summary Monthly overview Charts & pies Filters & search
1. Build your base

Add the funds, accounts, wallets or cards you want to manage inside the app.

2. Record movement

Track incomes and expenses and assign them to the right financial source.

3. Organize with context

Use projects, categories and items to keep related costs grouped together.

4. Make better decisions

Use reports and visual insights to understand patterns and improve control.

A cleaner financial system starts with a simple first step.

Create your account, define the funds you want to manage and let Keksio turn everyday financial activity into a clearer, more organized workflow.