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.
Included with Free, Plus, TrilliOne Business and TrilliOne Pro
Right under the advisor’s summary you’ll see Review your statement: the dates covered, the number of transactions, and money in and out.
1. Money that repeats
Paychecks, bills, debt payments and savings transfers that showed up regularly, each with its schedule. Untick anything that’s wrong, or tap an item to fix its name, amount, type, how often or day. Items marked already tracked match something you’d already set up, so they won’t be added twice.
Under Not sure about these: do they repeat?, answer Yes or No. Anything you skip can be added later.
2. Everyday spending
One weekly number, filled in with your statement’s average. Change it if you like.
3. This account
Pick which account this is (or A new account…) and check the balance right now. It’s filled in from the statement; update it if it has changed since.
Add it
Tap Add to my budget. The card confirms what was added and how many transactions matched things you’d logged yourself, and the advisor follows up with a quick summary.
You can also just talk to the advisor under the card: “the $45 one is my gym, it’s monthly” or “add it.”
Changed your mind before adding? Delete that statement review chat and the upload is thrown away.