Everything you need to manage your finances

Track checking, savings, credit cards, mortgages, auto loans, student loans, and personal loans in one place. See balances, reconcile transactions, and manage everything at a glance.

Organize every transaction with categories and hashtags. Split a single transaction across up to 5 categories, then search and filter to find exactly what you need.

Set monthly budgets by category, transfer funds between budgets, and make one-time adjustments when life happens. Spending insights show you where every dollar goes.

Track where every mortgage, auto loan, student loan, and personal loan payment goes with amortization schedules, escrow breakdowns, and extra payment modeling.

Automate recurring bills and income entries. Never forget a payment or lose track of regular expenses.

Get notified before scheduled transactions post so you can review and confirm you have the funds.

Keep a directory of everyone you pay. See transaction history and spending breakdowns for each payee at a glance.

Organize finances by context and invite family members or partners to shared households. Collaborate on budgets and track spending together.

A daily view of income, expenses, and debt payments so you can see how each month actually played out.

Income minus expenses minus budgets equals your monthly footprint. Model changes before you make them: add a car payment, drop a subscription, or bump your income.

Drill into spending by category, payee, or hashtag, or see your top categories at a glance. Period-over-period comparison shows you what's changing.

Budget versus actual by category, with the underlying transactions one click away.

Project balances forward using your scheduled transactions. See cash flow gaps before they hit.

See how long it will take to pay off credit card balances with different payment strategies. Compare minimum payments against accelerated payoff plans.

Mortgage and auto loan payment schedules with extra payment modeling, so you can see exactly what an extra $100 a month does.

Historical loan payments with principal, interest, and escrow breakdowns, plus 1098-style tax fields for filing season.

Access every feature programmatically. Full OpenAPI documentation included.

Generate secure tokens for programmatic access. Integrate Trupocket into your scripts and workflows.

Create custom dashboards, automations, or integrations with the Trupocket API as your backend.

Connect Trupocket to AI assistants and tools via the Model Context Protocol. Query your finances with natural language.