Trillitask Budget help

What Trillitask Budget does

A money plan built around cash flow: how much is safe to spend before payday, what’s coming up, and a plain-English advisor.

Set up your budget

The fastest way: upload 2 to 3 months of your bank statement, check what it found, and set one weekly spending number.

Find your way around Budget

Home, Calendar, Advisor, Money, Savings and Bills & income, plus the advisor bar at the bottom of every screen.

Safe to spend, explained

The big number on Home: how much you can spend on everyday things before payday while every bill is still covered.

Your everyday spending number

One weekly amount for groceries, gas, eating out and shopping, so you don’t have to log every purchase.

My week and the money calendar

See the next seven days at a glance, or the whole month with money in, money out and your projected balance.

Payday and bill check-ins

One-tap cards that confirm your paycheck and bills, and help you save any extra.

Log spending in a few seconds

Tap ＋ and type “43 at Costco yesterday”, or just say it. Budget fills in the rest.

Quick things to sort out

One-tap questions that keep your numbers right, like whether a bill has cleared or a price changed.

Upload a bank statement

Download 2 to 3 months of transactions from your bank as CSV, OFX or QFX, and Budget finds your paychecks and bills.

Review what your statement found

Check the paychecks and bills it spotted, set your everyday spending, confirm the account, then add it all in one tap.

Adding more statements later

Upload a new statement anytime, even every week. Duplicates are skipped, bills are matched, and your everyday spending plan stays put.

Fix an account balance

Bank says something different? Type in the real balance and Budget checks what might still be pending.

Accounts and your everyday account

Add checking, savings, cards, loans and pay-later plans. One everyday account drives your forecast.

Bills, paychecks and other repeating money

Set up anything that repeats, from weekly paychecks to yearly bills, and see what’s left each month.

Funds: rainy day, vacation and goals

Set money aside in labeled envelopes inside your savings, with optional targets.

Record a move between accounts

Moved money to savings or paid a card? Record it so your balances stay right.

Find and edit transactions

Search your activity, filter by type, and fix a transaction’s amount, category or account.

The Savings tab

Your next savings steps, emergency fund, goals and the classic savings rules of thumb, worked out from your own numbers.

Savings rules: save on payday without thinking about it

Move an amount to savings every payday or on a schedule, into a fund if you like, and let it stop when the fund is full.

The payoff planner

Compare ways to pay off cards and loans, and see which one frees up the most cash soonest.

Put a payoff plan into action

One tap sets your payments in Bills & income. When a debt is paid off, its payment rolls to the next one automatically.

Ask your money advisor

Ask about your own money in plain English. It answers with your real numbers and can set things up for you.

Share a budget with your household

Share your budget with a partner or start a new household budget. You each keep a private personal budget too.

Invite people, roles and leaving

Invite by email, choose who can edit and who can only look, and remove or leave anytime.

Budget settings

Name, cushion, weekly spending, goals, week start day, sharing and notifications.

Budget notifications

Payday check-ins, bills due tomorrow, low-balance warnings, your weekly recap and more.

Get the Budget app for Android (and iPhone)

Download the Android app from trillibudget.com. It updates itself. On iPhone, add Budget to your Home Screen.

Start fresh: erase a budget’s data

Wipe one budget clean and start over, without touching your Trillitask account or other budgets.