How TrueView Works
How TrueView Works
Follow the 5 steps below to see how TrueView is different.
Follow the 5 steps below to see how TrueView is different.
Personal Chec
0222
$ 4,000.00
Personal Chec
0222
$ 4,000.00
1
1
Organize your money in customized virtual buckets within your checking account.
Set money aside in your buckets for what matters most to you.
Organize your money in customized virtual buckets within your checking account.
Set money aside in your buckets for what matters most to you.
2
2
All of your bank and credit card transactions are automatically uploaded on the dashboard.
Automate or manually assign each transaction to one of your virtual buckets.
All of your bank and credit card transactions are automatically uploaded on the dashboard.
Automate or manually assign each transaction to one of your virtual buckets.
UNASSIGNED TRANSACTIONS
1
Bank
Credit Card
3
7/22/24
Amazon
- $ 26.00
7/17/24
Trader Joe's
- $ 7.00
7/16/24
In-n-out burger
- $ 32.00
Credit Card Payoff
Credit Card Payoff
$ 950.00
$ 950.00
CREDIT CARD TRACKER
AmEx Card
$ 300.00
$ 300.00
Citi Card
$ 715.00
$ 650.00
3
3
As you spend, TrueView automatically sets money aside in your Credit Card Payoff bucket and reveals how much money you still have available.
You can now relax; your credit card payments are covered.
As you spend, TrueView automatically sets money aside in your Credit Card Payoff bucket and reveals how much money you still have available.
You can now relax; your credit card payments are covered.
4
4
Collect your paychecks in your Income bucket, then organize this money in your customized virtual buckets.
Decide how you plan to use your money before you start to spend it.
Collect your paychecks in your Income bucket, then organize this money in your customized virtual buckets.
Decide how you plan to use your money before you start to spend it.
Income
$ 4,000.00
Fixed Expenses
$ 1,250.00
$
800.00
25 %
%
$
800.00
35 %
Spending
$ 550.00
$
440.00
25 %
%
$
440.00
25 %
Income
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
5
5
TrueView’s simplified reporting reveals
real-time income and expense data.
Gain insight into your past spend so you can make changes based on your needs.
TrueView’s simplified reporting reveals
real-time income and expense data.
Gain insight into your past spend so you can make changes based on your needs.
See the app in action below
Click on the items outlined in pink to see TrueView in action.
Click on the items outlined in pink to see TrueView in action.
Dashboard
Organize
Reports
BUSINESS CHECK
0111
$ 9,000.00
Income
$ 4,000.00
Fixed Expenses
$ 1,250.00
Pay Myself
$ 1,800.00
Taxes
$ 500.00
Variable Expenses
$ 550.00
2
Credit Card Payoff
$ 950.00
Unassigned
$0.00
UNASSIGNED TRANSACTIONS
3
1
Bank
Credit Card
3
4/13/24
Amazon
- $ 26.00
4/17/24
Google Gsuite
- $ 7.00
4/18/24
Active Campaign
- $ 32.00
CREDIT CARD TRACKER
AmEx Card
$ 300.00
$ 300.00
Citi Card
$ 715.00
$ 650.00
1
Dashboard
Organize
Reports
app.trueview.money
BUSINESS CHECK
0111
$ 9,000.00
Income
$ 4,000.00
Bills
$ 2,250.00
Spending
$ 750.00
Entertainment
$ 200.00
Vacation
$1,900.00
Credit Card Payoff
$ 950.00
Unassigned
- $50.00
1
2
3
UNASSIGNED TRANSACTIONS
1
Bank
Credit Card
3
4/13/24
Amazon
- $ 26.00
4/17/24
Google Gsuite
- $ 7.00
4/18/24
Active Campaign
- $ 32.00
CREDIT CARD TRACKER
AmEx Card
$ 300.00
$ 300.00
Citi Card
$ 715.00
$ 650.00
Copyright © 2024 TrueView, LLC. All Rights Reserved.
Copyright © 2024 TrueView, LLC. All Rights Reserved.
Copyright © 2024 TrueView, LLC. All Rights Reserved.