Features

Finally, tools built around
your finances.

AI that answers. Categorization that learns. Security you can trust.
One app that does it all.

AI Financial Advisor
Auto-Categorize
Turbo Review
Budgets
Bank-Level Security
Net Worth Tracking
Spending Analytics
Recurring Payments
Custom Categories
Transaction History
Personalized Tips
Your Data Stays Yours
OAuth via Plaid
12,000+ Institutions
Multi-Budget Support

Ask your money anything.

Most finance apps show you data. Treasury tells you what it means — and what to do next.

You made $8K last month and still don't know where it went. Treasury breaks it down by merchant, category, and trend — in seconds.

Where did I spend the most this month?

Top Merchants

Mar 2026

Total $929.77

Avis Car RentalAvis Car Rental $412.00
Whole Foods MarketWhole Foods Market $302.10
Costco WholesaleCostco Wholesale $215.67

Car rental is 44% of your top spend.

You're paying for subscriptions you haven't opened in months. Treasury finds them, shows you the total damage, and helps you cancel.

What subscriptions am I paying for?

Recurring Charges

Monthly

Total $201.95/mo

SpotifySpotify $12.99
Adobe CCAdobe CC New $54.99
Google OneGoogle One $2.99

Found Adobe CC — $769 spent since you stopped using it.

You want to book the trip but you're not sure you can afford it. Treasury runs the math against your real cash flow and gives you a straight answer.

Can I afford a $2K vacation in August?
🧳

Travel budget

Aug 2026

$1,200 / $4,000

Flights

$800.00 / $1,500.00

Hotels

$400.00 / $1,200.00

Activities

$0.00 / $800.00

You've spent $1,200 of your $4,000 Travel budget — $2,800 left. Plenty of room for a $2K trip.

Every budgeting tip you've read was written for someone else. Treasury knows your income, your employer, your patterns — and advises accordingly.

Any ways to optimize?
💡

Personalized Tips

Avis

Use your Microsoft corporate discount at Avis

Save ~$124

Spotify

Switch to Spotify Premium Duo with your wife

Save ~$5/mo

Based on your employer, household, and spending patterns.

Intelligent by default

The smartest categorization you'll never have to think about.

Auto-Categorize

Categorization so accurate it feels like you did it yourself. Learns your patterns and exceptions, then applies them to every new transaction.

Whole Foods Whole Foods $82.43
Spotify Spotify $12.99
Alaska Airlines Alaska Airlines $347.00
Safeway Safeway $24.17
REI REI $45.32

Turbo Review

One key per category. Keyboard-first. Review a week of transactions faster than you'd read this sentence. For the rest, it's one keystroke.

A Bills
B Groceries
C Salary
D Travel
E Shopping
Whole Foods Whole Foods -$82.43
Alaska Airlines Alaska Airlines -$347.00
Spotify Spotify -$12.99
REI REI -$45.32
Google Salary Google Salary +$3,784.25

Your life, your categories.

Everyone sees money differently. Create categories that match your priorities — so your budget feels truly yours.

Tech SalarySF RentStock OptionsAI ToolsFood DeliveryFIRE Savings

See the full picture

Your whole financial life,
beautifully in control.

A budget for every chapter.

Wedding. Trip to Italy. Post-promotion lifestyle. A separate budget for every phase.

💍 Wedding 2027 $8,200 / $12,800
🇮🇹 Trip to Italy $1,200 / $3,000
📈 SWE II Life $2,340 / $3,000
🏠 House Fund $11,000 / $50,000
🎓 Student Loans $16,500 / $30,000

Watch your net worth grow.

Every account — checking, savings, investments, credit cards — in one chart.

Net Worth

$48,382.50

+$10,182.50 (+26.7%) Past 6 Months

Depository $51,230.00
Chase Chase Total Checking $51,230.00
Credit $2,847.50
Wells Fargo Wells Fargo Active Cash $1,847.50
Capital One Capital One Savor $1,000.00

Find every subscription you forgot.

Treasury detects recurring charges automatically and shows you what you're really paying.

Spotify Premium Spotify Premium $12.99/mo
Adobe Creative Cloud Adobe Creative Cloud Just detected $54.99/mo
Google One Google One $2.99/mo
Gym Membership Gym Membership $45.00/mo
Monthly total $115.97/mo

Simple, powerful insights.

Spot trends, understand your habits, and see exactly where your money goes.

Food
Bills
Charity
Subscriptions
Gym

The foundation

Automatic, accurate, and secure.

Break up with your spreadsheet.

Treasury syncs with 12,000+ institutions automatically. No manual entry required.

Spreadsheet

Date Description Category Amount 03/14WHOLEFOODS #1...???-82.43 03/14SQ *COFFEE SH...???-6.50 03/13AMZN MKTP US...???-34.99

Treasury

Auto-synced
Safeway Safeway $15.49
REI REI $52.05
Uniqlo Uniqlo $89.72
Spotify Spotify $11.99

Secure and private.

256-bit encryption, secure OAuth through Plaid, and read-only access. Your data is never sold or shared.

256-bit Encryption

Every byte encrypted at rest and in transit. The same standard your bank uses.

OAuth via Plaid

You log in directly with your bank. Your credentials never touch our servers.

Read-Only Access

No transfers, no withdrawals, no payments. We can't touch your money — only read it.

Zero Data Sales

We make money from subscriptions, not your data. It's never sold or shared. Period.

Clarity that compounds.

Start building it today.

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