Treasury Help Center
Everything you need to connect your accounts, organize your spending, and grow your net worth — with a little help from your AI money coach.
Guides
Step-by-step playbooks to get real value out of Treasury.
Find & cancel wasted subscriptions
Surface every recurring charge and let the AI flag what to cut.
See your true net worth
One honest number — including the assets your bank can’t see.
Never miss a bill
Let Treasury detect what’s due and show you the month ahead.
Get every transaction categorized
Clean data is what makes budgets and AI answers trustworthy.
Switch from Monarch
Bring your transactions, accounts, and history — lose nothing.
Features
A reference for every part of Treasury.
Connections
Link institution to sync automatically.
Transactions
View, categorize, and manage activity.
Budgets
Plan and track spending by category.
Net Worth
See what you own and owe over time.
Recurring
Stay ahead of subscriptions and bills.
Turbo Review
Clear uncategorized transactions fast.
Categories & Tags
Organize by type and by theme.
Manual Accounts
Track cash, a home, or a car.
AI Advisor
Your built-in money coach.
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