Resources

Say Good-Bye to Budgeting

Reveal the TrueView of Your Money

14-day Free Trial ->

Feel Fantastic About Your Finances!

Personal Chec

0222

$ 4,000.00

Personal Chec

0222

$ 4,000.00

For people who don't like budgeting.

"Managing my money used to be complex and confusing, not anymore." ~Kourtnee F.

For people who love feeling organized.

"With TrueView's automation features, my finances are on cruise control." ~John D.

Personal Chec

0222

$ 4,000.00

Personal Checking

xx-xxxxxxx-0222

$ 4,000.00

For people who are tired of stressing over money.

"I use credit cards for all of my spending. TrueView is a game changer for me ." ~Emily R.

Get Started in Minutes

Connect your bank and credit card(s)

With over 10,000+ bank connections, chances are we have you covered.

Reveal the TrueView of your finances

Use our default virtual buckets to get started, then customize to meet your needs.

Enjoy the confidence of always knowing

TrueView makes it easy to see how much money you have, and what it's for.

Try it out today ->

TrueView Makes it Easy

Your old view

You've got money in the bank, but what is that money actually for? Credit card payments? Bills? Spending? Eating out? Vacation?

Personal Checking

xx-xxxxxxx-0222

$ 5,000.00

Citibank Card

Credit Card

xx-xxxxxxx-0111

$ 1,325.22

American Express Card

Credit Card

xx-xxxxxxx-0000

$ 843.97

Your old view

Personal Checki

0222

$ 5,000.00

Income

$ 0.00

Bills

$ 1,678.31

Spending

$ 822.33

Eating Out

$ 250.00

Vacation

$ 290.69

Credit Card Payoff

$ 2,169.19

Your TrueView

With TrueView’s customized virtual buckets you can easily see how much money you have and what it's for.

With TrueView’s customized virtual buckets and automated credit card manager, you always know how much money you have and precisely what it's for.

No switching banks

TrueView meets you right where you are.

Seamlessly link your existing bank accounts and credit cards with Plaid, the industry standard in bank data connection and security.

TrueView meets you right where you are.

Seamlessly link your existing bank accounts and credit cards with Plaid, the industry standard in bank data connection and security.

TrueView meets you right where you are.

Seamlessly link your existing bank accounts and credit cards with Plaid, the industry standard in bank data connection and security.

Your security is our highest priority. We use Plaid, as the bridge between our app and your financial institutions. For all data stored, we use bank-level 256 bit security encryption. We do not sell your information.

Spend With Confidence

Simple

Last 6 months

Income + Expenses

Show all

$ 8k

$ 6k

$ 4k

$ 2k

$ 0

Oct

Nov

Dec

Jan

Feb

Mar

Income

$ 37,900.00

Expenses

Bills

- $ 8,450.00

21 %

Spending

- $ 21,200.00

65 %

Savings

$ 0.00

0 %

Health/Medical

- $ 6,290.00

14 %

All Expenses

- $ 35,940.00

Total

$ 1,960.00

Last 6 months

Income + Expenses

Show all

$ 8k

$ 6k

$ 4k

$ 2k

$ 0

Oct

Nov

Dec

Jan

Feb

Mar

Income

$ 37,900.00

Expenses

Bills

- $ 8,450.00

21 %

Spending

- $ 21,200.00

65 %

Savings

$ 0.00

0 %

Health/Medical

- $ 6,290.00

14 %

All Expenses

- $ 35,940.00

Total

$ 1,960.00

Customizable

Family Vacation

$ 2,000.00

Yearly Expenses

$ 900.00

Health/Medical

$ 1,000.00

Emergency Fund

$ 1,500.00

Home Improvement

$ 300.00

Future Savings

$ 1,800.00

Emergency Fund

$ 1,500.00

What our fans are saying

“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.