Organize your money in customized virtual buckets within your checking account.
Set money aside in your buckets for what matters most to you.
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 TRACKER
AmEx Card
$ 300.00
$ 300.00
Citi Card
$ 715.00
$ 650.00
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.
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
TrueView’s simplified reporting reveals real-time income and expense data.
Gain insight into your past spending to inform your future decisions.
Click on the items outlined in pink to see TrueView in action.
