Resources

The Simple Money App
For Your Personal Finances

Instantly transforms your bank account and credit cards into a Simple Money System.

14-day Free Trial ->

Check out our interactive demo (below) to see how TrueView works.

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

Credit Card Payoff

$ 950.00

Unassigned

$0.00

UNASSIGNED TRANSACTIONS

Bank

Credit Card

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

Citi Card

$ 715.00

$ 650.00

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

UNASSIGNED TRANSACTIONS

Bank

Credit Card

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

Citi Card

$ 715.00

$ 650.00

Run your personal finances like a successful small business

Systematizes your finances

Customizable virtual buckets
Organized spending
Automated bookkeeping
Insightful reports

Smarter spending decisions begin with a smarter system.

Customizable virtual buckets
Organized spending
Automated bookkeeping
Insightful reports

Smarter spending decisions begin with a smarter system.

Customizable virtual buckets
Organized spending
Automated bookkeeping
Insightful reports

Smarter spending decisions begin with a smarter system.

Personal Chec

0222

$ 4,000.00

Personal Checking

xx-xxxxxxx-0222

$ 4,000.00

Personal Chec

0222

$ 4,000.00

CREDIT CARD TRACKER

Personal Chec

0222

$ 4,000.00

CREDIT CARD TRACKER

Unifies your checking account and credit cards

No more confusing spreadsheets
Replaces budgeting
Ends speculation
Builds confidence

Always know how much money you have and what it's for

Our Credit Card Tracker & Payoff System

Keep the credit cards you love
Updates your transactions in real-time
Prevents overspending
Sets money aside to cover your spending

Don't be blindsided by your monthly credit card bills ever again!

Keep the credit cards you love
Updates your transactions in real-time
Prevents overspending
Sets money aside to cover your spending

Don't be blindsided by your monthly credit card bills ever again!

Get started in minutes

Connect your bank and credit card(s)

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

Discover the TrueView of your finances

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

Start making smarter decisions today

Try TrueView free for 14 days — See for yourself how crazy simple our system is.

Try it out today ->

Restore your confidence

See your real time financial health from anywhere, at any time, by simply logging in.

With the TrueView system you never have to guess or stress over money.

Discover your real time financial health from anywhere, at anytime,

by simply logging in. With TrueView, you never have to guess.

Discover your real time financial health from anywhere, at anytime, by simply logging in. With TrueView, you never have to guess.

Your current system limits your view!

You've got money in the bank, but what is that money actually for? Credit card payments? Bills? Spending? Eating out? Vaction? Without clarity it's nearly impossible to make confident spending decisions.

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 current system limits your 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

Always know how much money you have and precisely what it's for. With TrueView so you can make smarter spending decisions today!

Always know how much money you have and precisely what it's for.

With TrueView you can make smarter spending decisions today!

Your finances with TrueView

No need to open new bank accounts or credit cards

No need to open
new bank accounts
or credit cards

TrueView meets you right where you are. Seamlessly link your existing bank accounts and credit cards. With bank-level encryption security, we've got you covered.

Take control of your finances or they will take control of you

Discover your real time financial health from anywhere, at anytime, by simply logging in.

With the TrueView system, you never have to guess.

Discover your real time financial health from anywhere, at anytime, by simply logging in. With TrueView, you never have to guess.

Say goodbye to complicated budgets and spreadsheets

TrueView makes it easy.

Last 6 months

Income + Expenses

Show all

$ 8k

$ 6k

$ 4k

$ 2k

$ 0

Oct

Nov

Dec

Jan

Feb

Mar

Income

$ 37,900.00

Expenses

Fixed Expenses

- $ 8,450.00

21 %

Pay Myself

- $ 21,200.00

65 %

Taxes

$ 0.00

0 %

Variable Expens.

- $ 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

Fixed Expenses

- $ 8,450.00

21 %

Pay Myself

- $ 21,200.00

65 %

Taxes

$ 0.00

0 %

Variable Exp.

- $ 6,290.00

14 %

All Expenses

- $ 35,940.00

Total

$ 1,960.00

Fully customizable to meet your needs

Your finances are unique,

prioritize what matters most to you.

Fully customizable to meet your needs

Your finances are unique, prioritize what matters most to you.

Fully customizable to meet your needs

Your finances are unique, prioritize what matters most to you.

Are you ready to discover the TrueView of your personal finances?

Scrap your budget and start using a personal finance system that works. Join the many TrueView clients who have restored their financial confidence and are currently making smarter spending decisions. Don't miss out any longer. Your moment is here.

Scrap your budget and start using a personal system that works. Join the many TrueView clients who have restored their financial confidence and are currently making smarter spending decisions.

Try for free ->