A single feed watching every account, a radar for every refund, and an AI fluent in your ledger. Tap any feature to jump straight in.
Your financial command center. See safe-to-spend, recent activity, refund radar, and AI insights at a glance — every key number in one scrollable view.
Open dashboardarrow_forwardEvery linked bank, credit card, loan, and investment in one place. See balances, status, and 30-day activity per account, grouped by institution.
View accountsarrow_forwardEvery charge, deposit, and refund in one searchable feed. Filter by date, account, or category. Mark reviewed, add notes, and split entries.
Open feedarrow_forwardYour assets minus liabilities, tracked over time. Add manual assets like home equity and watch your net worth trend with monthly snapshots.
See trendarrow_forwardIncome vs expenses with end-of-month projection. See your runway in real time — what's coming in, going out, and what you'll have at month-end.
Open cash flowarrow_forwardTrack every pending refund from initiation to landing. Link refunds to their original purchases and get notified the moment your money comes back.
Open radararrow_forwardReal-time notifications for duplicate charges, unusual spending, low balances, and refund updates. Configure exactly what you want to be told about.
Configure alertsarrow_forwardAll your upcoming bills in one view, with due dates and amounts. See exactly what's hitting in the next 14 days so nothing surprises you.
See billsarrow_forwardAuto-detected recurring charges across all accounts. Spot price hikes, find forgotten subscriptions, and see your true monthly burn.
Find subsarrow_forwardPer-category monthly budgets with overspend alerts. Set caps on dining, shopping, transport — and see safe-to-spend updated daily.
Set budgetsarrow_forwardTrack savings goals — emergency fund, vacation, down payment. Link to a real account or save manually. Watch progress toward each target.
Add a goalarrow_forwardCredit card utilization, balances, and payment due dates across every card. Stay below 30% utilization without thinking about it.
View cardsarrow_forwardMonthly spending summaries written by Claude. Plain-English breakdowns of your top categories, trends, and anomalies — generated automatically.
Read reportsarrow_forwardDaily rotating insights about your finances — patterns you'd never spot manually. "Fridays cost 4.6× more than Wednesdays." "Starbucks visits up 3× this month."
See statsarrow_forwardAsk anything about your finances in plain English. "How much did I spend on food this month?" "Did my Amazon refund come in?" Real answers from your real data.
Ask a questionarrow_forwardPull in transactions from CSV files when you can't connect a bank directly. Map columns, preview, and undo entire batches.
Import CSVarrow_forwardTag deductible transactions and export tax-ready summaries. Pull a year's worth of business expenses in one CSV when April rolls around.
Open taxarrow_forwardGet a weekly or monthly email with your spending summary. Set it once and Trakvance delivers — no more logging in just to check.
Schedule onearrow_forwardShare your financial picture with a partner or family member. They get view-only access to the data you choose. Manage everything from one app.
Invite someonearrow_forwardConnected banks, alert preferences, currency, notification channels, and theme. Everything that controls how Trakvance behaves for you.
Open settingsarrow_forwardConnect your bank and Trakvance starts working in minutes. Every feature above, out of the box.
