Monexa: Expense Budget Tracker 

1. Business Identity

Business Legal Name: Roopa Priya B

DBA / Brand Name: Monexa: Expense Budget Tracker

Website (landing page): https://www.monexainfo.com/

Primary Contact (name & title): Roopa Priya B (Owner)

Contact Email: b.roopapriya@gmail.com

Contact Phone: 8754455162

Country: India

Business Registration / Tax ID: Individual / Sole proprietor (PAN: AQAPR0753K)

Contact Address : ROOPA PRIYA B

2/271 B Aswin Garden

Chinnam Palayam

Pollachi,Coimbatore - 642001

India (IN)

Verification IDs

G2 Code: c545aa38-aa2a-4379-a2b9-8a7089bf42ab-1773045230

Google Ads Customer ID: 1189799617

Primary App Store / Play Store link: Play Store listing

2. Business Description & Services

Monexa provides a personal finance management mobile application (expense tracking, budgeting and analytics). This submission is for advertising in the category: Non financial services Advertiser. Monexa does not provide financial products such as loans, credit, investment advice, trading services, or direct financial intermediation.

App overview: Monexa is a user-first mobile app that helps individuals track expenses, set budgets, categorize transactions, and view simple analytics to improve spending habits. Key features include manual transaction entry, customizable budget categories, recurring transaction support, visual spending reports, and secure account access. The app displays only informational summaries and does not offer or originate financial products.

Key Features (Detailed)

1. Expense Entry & Management: Quick manual entry, CSV import, and receipt attachment. Transactions support amount, date, merchant, category, tags, and optional notes. Split-transaction support for dividing a purchase across multiple categories.

2. Smart Categorization: Customizable categories and subcategories, automatic categorization rules, and bulk recategorization for historical transactions to maintain consistent reporting.

3. Budgeting & Targets: Create recurring or one-time budgets per category, set target amounts and alert thresholds, and receive low-budget or overspend notifications. Visual progress bars and forecasted spend help users stay on track.

4. Recurring Transactions & Reminders: Schedule recurring incomes and expenses (rent, subscriptions), auto-create scheduled entries, and receive reminder notifications for upcoming bills or unrecorded recurring items.

5. Reports & Analytics: Interactive charts for spending by category, merchant, and time period; monthly trend analysis; top-spenders reports; exportable CSV/Excel reports; and simple forecasting based on historical patterns.

6. Security & Privacy: Optional passcode / biometric lock for app access, local data encryption at rest, and secure transmission when syncing. Users control sharing and export settings; Monexa does not sell user data.

7. Backup & Sync Options: Optional encrypted cloud backups and cross-device sync for users who opt in. Local export/import and manual backup supported for offline users.

8. Multi-currency & Conversion: Support for multiple currencies with manual or automatic exchange rates, enabling users to track travel or foreign transactions accurately. Reports can be normalized to a home currency for overview.

9. Receipt Capture & OCR (optional): Attach photos of receipts to transactions; OCR-assisted extraction (where available) to speed entry. OCR is an optional feature and users may always correct extracted details.

10. Export & Interoperability: Export transaction history to CSV/Excel, PDF summaries for accounting, and shareable budget snapshots. Integration-ready export formats for accountants or tax prep.

11. Accessibility & Localization: Localized language support and accessible UI features for larger fonts and screen readers where available.

Primary product / service: Personal expense tracking and budgeting mobile application (app store download and website information).

Geographic target: India

App Screens

App Demo Video

Ad Asset Images