Features

Everything you need to budget smarter

From tracking daily coffee runs to planning your retirement โ€” we've got you covered.

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Visual Spending Trends

Interactive charts show exactly where your money goes each month, week, or day.

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Smart Categories

Auto-categorize transactions or create custom categories that match your lifestyle.

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Budget Goals

Set monthly limits per category and get alerts before you overspend.

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Bills Tracker

Never forget a subscription. We surface every recurring charge so nothing slips by.

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Multi-Account View

Checking, savings, credit cards โ€” see all balances and flows in one place.

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Export & Reports

Download CSV / PDF reports for tax time, your accountant, or your own records.

Insights

See where every dollar goes

Interactive charts and graphs break down your spending by category, time period, and merchant. Spot patterns you never knew existed and make smarter decisions with your money.

  • โœ“Monthly, weekly, and daily views
  • โœ“Category breakdowns with percentage splits
  • โœ“Trend lines that reveal spending habits over time
  • โœ“Compare month-over-month to see progress

Housing

39%

Food

22%

Savings

13%

Transport

10%

Auto-categorized transactions

Whole Foods Market

Groceries

-$82.45

Netflix

Entertainment

-$15.99

Shell Gas Station

Transport

-$48.20

Employer Direct Deposit

Income

+$2,600.00

Organization

Smart categories that learn

Transactions are automatically sorted into categories the moment they appear. Create custom categories, set rules, and let TrendingBudget handle the rest.

  • โœ“Auto-categorize based on merchant data
  • โœ“Create unlimited custom categories
  • โœ“Set rules to override defaults
  • โœ“Split transactions across categories
Goals

Set it, track it, crush it

Set monthly spending limits for any category and get notified before you go over. Visual progress bars make it easy to see where you stand at a glance.

  • โœ“Per-category monthly limits
  • โœ“Real-time progress tracking
  • โœ“Alerts at 75% and 90% budgets
  • โœ“Rollover unused budget to next month

April 2026 Budget Progress

Groceries$320 / $400
Dining Out$180 / $200
Entertainment$45 / $100
Transport$210 / $250
Shopping$95 / $150
And More

Built for your whole financial life

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Smart Alerts

Get notified when you're close to a limit or when unusual spending is detected.

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Mobile Ready

Access your budget from any device with our responsive web app.

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Family Sharing

Track budgets together with shared goals and a combined dashboard.

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Bank-Level Security

256-bit encryption, SOC 2 certified, and we never store your bank credentials.

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Custom Tags

Add tags to transactions for even more granular tracking and filtering.

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Email Summaries

Weekly and monthly summaries delivered straight to your inbox.

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Dark Mode

Easy on the eyes for late-night budget sessions.

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50+ Bank Integrations

Connect to thousands of financial institutions securely through Plaid.

Ready to see these features in action?

Start free today. No credit card required.