5 min read
Import Your Transaction History From CSV, OFX, or QFX
Switching finance apps? Here is how to bring years of transaction history with you by importing the CSV, OFX, or QFX file your old app or bank exports.
Budgeting
Every Trupocket post tagged Budgeting, from newest to oldest.
5 min read
80% Want a Financial Advisor. A Third Called One.
MassMutual found 8 in 10 Americans think a financial advisor would help, but only a third asked one last year. The gap is less about advice than numbers.
5 min read
AI Subscriptions Are Your New Utility Bill
One AI subscription or four, the total is a household utility bill that barely existed three years ago. Businesses just got a tool for it. Households did not.
6 min read
Half of Us Can't Cover a $1,000 Surprise. How I'd Fix Mine.
Bankrate found just 47% of us could readily cover a $1,000 surprise. Here's the boring, mechanical way I'd rebuild an emergency fund without the heroics.
5 min read
I Audited Every Subscription I Pay For. Here's What I Cut.
The subscriptions held no surprises for me. The total did. Cutting it came down to one question I asked of each recurring charge: would I re-subscribe today?
6 min read
It's July. Time for a 30-Minute Money Checkup.
The middle of the year is the easiest time to see whether your spending still matches the plan you set in January. Here's the 30-minute review I run each July.
6 min read
The Eight Months I Spent Going Backwards
Income dropped, the bills did not, and I went net-negative for eight months. Here is how tracking every dollar gave me time to adapt before it became a crisis.
6 min read
The Best Budgeting Apps for Couples in 2026
An honest comparison of the best budgeting apps for couples in 2026, and how Monarch, YNAB, Goodbudget, and Trupocket each handle shared household finances.
6 min read
How to Track Every Dollar You Spend
I've tracked every dollar I've spent since 2004. Here's the simple manual method that beats any automated app for building real financial awareness today.
5 min read
Budgeting App Alternatives for People Who Want Something Simpler
An honest look at five budgeting app alternatives, comparing price, complexity, and tradeoffs so you can pick one that fits how you actually want to budget.
6 min read
The Cheapest Budgeting Apps of 2026, Compared Honestly
An honest comparison of the cheapest budgeting apps in 2026. Real monthly and annual prices, what each tier actually includes, and where the value sits.
7 min read
Inflation Is 3.3%. Your Number Is Probably Different.
The March 2026 CPI came in at 3.3%. That number is honest, but it is an average. Here is why your personal inflation rate matters more, and how to track it.
11 min read
Budgeting Apps That Work Without Bank Sync: An Honest Comparison
A budgeting app without bank sync is possible. Here's an honest comparison of nine manual-entry options, from free open-source apps to paid subscriptions.