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.

  1. Go to trillibudget.com and click Sign in (or Start free). Use your Trillitask account.
  2. You’ll land on Home, with a personal budget already made for you. The card Let’s map out your money gives you three ways to start.
  • Upload a statement (recommended): download 2 to 3 months of transactions from your bank as a CSV, OFX or QFX file and upload it. Budget finds your paychecks and bills and walks you through them. See Upload a bank statement.
  • Talk it through: tell the advisor about your paycheck and bills in your own words, and it sets them up.
  • Add an account: set things up by hand.

Then

  1. Set your everyday spending number.
  2. Check your Cushion in Settings: the lowest you want checking to go.
  3. On Android, get the app.

Days like “today” and payday follow the time zone on your Trillitask profile. If your dates look off by a day, check Settings → Profile on trillitask.com.

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.

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.