Have you reviewed Colorful Budget power-up for Trello?
Tymek Zapała _Colorful Budget_
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Colorful Budget is a budget management tool for project, business and personal use within Trello which is easy to use by design.
You can add cards to your categories to reflect your spendings and incomes:
Power-up produces charts and insights on your financial situation:
You can export all your data to Excel or csv:
Feel free to add the power-up to your board: https://trello.com/power-ups/64c93bd1114d3dc674a7b3fb and share your thoughts, happy to hear them!