New from the Trillitask team

Ask your money anything.

Upload a bank statement and Trillitask Budget explains it back to you in plain English: what comes in, what goes out, what’s due next, and how much you can safely spend before payday. Then ask it anything, the way you’d ask a friend who’s good with money.

Start free See what you can ask
Free plan No bank password needed Works with any US bank
Works with statements from
  • Chase
  • Bank of America
  • Wells Fargo
  • Capital One
  • Citi
  • Discover
  • Amex
  • Credit unions
What you can ask

Talk to it like a friend who’s good with money.

You don’t need to know any budgeting terms. Ask a normal question and get a straight answer that uses your real numbers.

Can I afford a $300 weekend trip? What’s due before payday? Why am I always broke by the 20th? How much did I spend on takeout last month? When will my Visa be paid off? Can I afford a $40 gym membership? How much can I save this paycheck?
Which subscriptions am I paying for? Will rent clear on the 1st? What if I pay $50 more on my car loan? Where did my money go this month? How much is in my vacation fund? Should I pay off Affirm or my card first? Did my paycheck land?
What’s due before payday?
Five bills, $806 in all. The big ones are your car payment ($389) and electric ($164.51). They’re all covered, and you’ll still have $342 to spend until Friday.
Which subscriptions am I paying for?
Six, about $78 a month: Streamflix, two music apps, cloud storage, a meal kit, and the gym. You’re paying for two music apps. Want a reminder to cancel one?
How much can I save this paycheck?
About $275. That still leaves $100 in checking on your tightest day before the next payday. Want me to add it to your Vacation fund?
Plain English

It reads the gibberish on your statement so you don’t have to.

Bank statements are written for computers. Trillitask Budget figures out what each line actually is, spots the paychecks and bills that repeat, and sums it all up in a couple of sentences.

What your bank says

POS DEBIT SQ *CORNER BEAN CAFE OAKLAND CA-6.50
ACH DEBIT SAFEDRIVE INS PREM 800-555-0142-142.00
PPD CREDIT ACME CORP PAYROLL 0001+1,840.00
RECURRING STREAMFLIX.COM 866-555-0172 CA-15.49
AFFIRM *PAY 4KD9 SAN FRANCISCO CA-46.84
POS DEBIT FRESHWAY MKT #0412 COLUMBUS OH-86.42

What you see

CoffeeEveryday spending$6.50
Car insuranceBill, monthly around the 3rd$142.00
Paycheck from AcmeIncome, every other Friday+$1,840.00
StreamflixSubscription, monthly$15.49
Affirm paymentDebt, 4 of 18 paid$46.84
GroceriesEveryday spending$86.42

In plain EnglishYou bring home about $3,680 a month. Bills and debt payments take $1,910 of it, and everyday spending runs about $290 a week. That leaves roughly $500 a month you could put toward savings or paying down the Visa.

Safe to spend

One number you can actually use.

Trillitask Budget looks at what’s in checking, every bill due before your next paycheck, and a small cushion you pick. What’s left is yours to spend, and it updates as you go.

  • Breaks it down per day, so $342 over five days reads as about $68 a day
  • Counts bills that haven’t come out yet, so nothing sneaks up on you
  • Your cushion keeps checking from ever hitting zero
Safe to spend until Friday
$342.18
About $68 a day for the next 5 days.
In checking right now$1,248.18
Bills due before FridayCar $389 · Electric $164.51 · Insurance $142 · Phone $95 · Streamflix $15.49−$806.00
Your cushion−$100.00
Safe to spend$342.18
Features

Know what’s coming before it shows up.

The chat is the easy part. Underneath it is a full picture of your money, built from your statements and kept up to date.

Money calendar

See the whole month before it happens.

Every paycheck and bill goes on a calendar, along with what your balance should be each day. If money is going to get tight, you’ll see it weeks ahead instead of the morning of.

  • Past days show what actually happened
  • Future days show what’s expected and where your balance lands
  • A “My Week” view covers the next seven days at a glance
Your monthProjected balance each day
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1 PaydayRent $1,649
2 $1,608
3 Insurance $1,425
4 $1,384
5 $1,343
6 $1,302
7 $1,261
8 Streamflix $1,205
9 $1,164
10 Visa $973
11 Internet $862
12 Electric $656
13 Car $226
14 Phone $90
15 Payday $1,889
16 $1,848
17 $1,807
18 $1,766
19 $1,725
20 $1,684
21 $1,643
22 Affirm $1,555
23 $1,514
24 $1,473
25 $1,432
26 Gym $1,351
27 $1,310
28 $1,269
29 Payday $3,068
30 $3,027
31 $2,986
Money in Bills Tightest day: the 14th, $90 left
Payday check-ins

On payday, it tells you what to save.

When your paycheck is due, it checks in. Confirm the amount and it works out how much you can set aside without coming up short before the next one. Got paid more than usual? It asks where the extra should go.

  • Asks about bills that aren’t on autopay, too: “Paid?”
  • Works for weekly, every-other-week, twice-a-month, or monthly pay
It’s payday

Your paycheck from Acme is expected today. Is it $1,840?

YesIt was different
It was $1,950.
Nice, that’s $110 extra

Where should it go? Either way, you can set aside $275 today and still have $100 on your tightest day.

Vacation fundRainy dayKeep in checking
Debt payoff

Watch your debt actually shrink.

Add your cards, loans, and buy-now-pay-later plans like Affirm and Klarna. See when each one will be paid off, how much interest you’ll pay, and what an extra $50 a month would change.

  • Highest interest first saves the most money
  • Smallest balance first gets you quick wins
  • Free up cash first lowers your monthly bills fastest
Highest interestSmallest firstFree up cash
Visa ··4021$3,240 left
38% paidDone in about 2½ years
Car loan$9,870 left
54% paid26 payments left
Affirm$655.76 left
4 of 18 paidDone in 14 months
Adding $50 a month to the Visa saves about $330 in interest and finishes it about 9 months sooner.
Savings funds

Save up for the things you want.

Make a fund for anything: a rainy day, a trip, the holidays, new tires. Set a goal, add to it on payday, and watch it fill up.

Vacation$620 of $1,000
Rainy day$1,200 of $3,000
Holidays$180 of $600
The little things

Made for real households.

Budget together

Share a budget with your partner so you’re both looking at the same numbers. Each of you keeps a personal budget, too.

  Pat spent $64 at Freshway Market

Log it by voice

Tap the mic and say “43 for groceries yesterday.” It’s logged in a second, with an undo if it heard you wrong.

Logged $43.00 · Groceries · Undo

Heads-ups that matter

Payday, a bill due tomorrow, a low balance coming up. Notifications arrive during waking hours only.

A good-morning note

Each day starts with a short note based on your real numbers, like “Every bill is covered until Friday.”

No nagging

Set one weekly number for everyday spending. You won’t get a lecture over every latte.

New statements sort themselves

Upload next month’s statement and it skips duplicates, matches what you logged by hand, and flags bills that changed price.

Any US bank

CSV, OFX, or QFX files from checking, savings, and credit card accounts all work.

On your phone

Use the Android app, or add trillibudget.com to your iPhone’s Home Screen from Safari.

How it works

Set up in about five minutes.

1

Sign in with Trillitask

It’s free. If you already use Trillitask, you’re all set, and there’s nothing new to sign up for.

2

Upload 2 or 3 months of statements

Download them from your bank’s website and drop them in. It finds your paychecks, bills, and subscriptions in about a minute.

checking.csvvisa.ofx
3

Check what it found, then ask away

Confirm the bills and paychecks, set one weekly number for everyday spending, and you’re done.

Privacy

We never ask for your bank password.

A lot of money apps want your bank login. We don’t. You download a statement from your bank and upload it yourself, so Trillitask Budget can see your history but can’t touch your accounts or move a cent.

Read the privacy policy

Encrypted

Your data is encrypted and walled off from every other account.

Never sold

We don’t sell your data or show you ads. We make our money from subscriptions.

Never used to train AI

Your statements and questions aren’t used to train AI models, ours or anyone else’s.

Delete it any time

“Start fresh” wipes a budget clean. Deleting your account erases everything.

Pricing

Free to start. More when you need it.

One subscription covers Trillitask Budget and the Trillitask email assistant.

Free

Get started, no strings attached

$0/ month

Free for as long as you like

  • 25 questions a day to your advisor
  • 3 statement uploads a month
  • 1 shared budget for up to 2 people
  • Up to 8 accounts per budget
  • Money calendar, debt planner, and savings funds
  • Includes Trillitask Free
Start free
MOST POPULAR

Pro

For busy professionals

$14.99/ month

or $165 a year (one month free)

  • 300 questions a day to your advisor
  • 30 statement uploads a month
  • 3 shared budgets, up to 6 people each
  • Unlimited accounts
  • Money calendar, debt planner, and savings funds
  • Includes Trillitask Pro
Get Pro

Business

For businesses and power users

$49.99/ month

or $540 a year (one month free)

  • Unlimited questions to your advisor
  • Unlimited statement uploads
  • Unlimited shared budgets
  • Unlimited accounts
  • Money calendar, debt planner, and savings funds
  • Includes Trillitask Business
Get Business

Prices in US dollars. Taxes may apply. Manage your plan from your Trillitask account.

Get the Android app

Version 1.1.0 · 4.5 MB · Updates itself. On iPhone, add trillibudget.com to your Home Screen.

Download for Android
FAQ

Good questions.

Still wondering about something? Email [email protected] and a real person will get back to you.

Do I have to link my bank account?
No, and we’ll never ask for your bank password. You download a statement file from your bank’s website (CSV, OFX, or QFX) and upload it. Trillitask Budget can read your history, but it can’t touch your accounts or move money.
Which banks work?
Any US bank or credit card that lets you download your transactions, including Chase, Bank of America, Wells Fargo, Capital One, Citi, Discover, American Express, and most credit unions. If your bank offers a CSV, OFX, or QFX download, it works.
What can I ask it?
Anything about your own money. “Can I afford this?” “What’s due before payday?” “How much did I spend on takeout last month?” “When will my card be paid off?” It answers with your real numbers in plain English, and it can make changes for you, like adding a bill or starting a savings fund.
Is this financial advice?
No. Trillitask Budget helps you understand and plan your own money. It isn’t a licensed financial advisor, and it doesn’t give investment, tax, or legal advice.
Will it nag me about every purchase?
No. You set one weekly amount for everyday spending and it plans around that. It speaks up about things that matter, like a bill due tomorrow or a low balance coming up.
Can my partner and I share a budget?
Yes. Share your budget or start a new household one, then invite them by email. You each keep a personal budget too, and you can switch between them in one tap.
Is there an app?
Yes, for Android. It also works in any browser, and on iPhone you can open trillibudget.com in Safari and add it to your Home Screen.
Do I need a Trillitask account?
Yes, but it’s the same free account. Sign in once and you can use both Trillitask Budget and the Trillitask email assistant.
Can I delete my data?
Yes. Settings has a “Start fresh” button that erases a budget’s data. Deleting your Trillitask account erases everything, including your budgets.
How much does it cost?
There’s a free plan. Paid plans start at $14.99 a month and give you more questions, uploads, and shared budgets. One subscription covers both Trillitask Budget and the Trillitask email assistant.

Get a straight answer about your money.

Free to start. Your first forecast takes about five minutes.

Start free See what you can ask