Skip to main content

​
1. Create an Account

You can sign into Treasury using either a Passkey or Google account.
  1. Enter your first name, last name, and email address to create your account.
  2. You’ll receive a confirmation email with a link to verify your email address.
  3. Once verified, you can set up your Passkey using your device’s built-in authentication methods (like Face ID, Touch ID, or a security key).
  4. After setting up your Passkey, you’ll be redirected to your Treasury subscription settings.

​
2. Choose a Subscription Plan

After signing in, choose a Monthly or Yearly subscription plan to get started. You can manage or update your subscription anytime in Billing > Manage Subscription.

​
3. Connect Your Bank Accounts

Head to Settings > Connections and click New Account. Follow the prompts to connect your financial institutions through Plaid. Once linked, Treasury will automatically import your balances and recent transactions.

​
4. Create Categories and Tags

Go to Settings > Categories to add the categories that reflect how you think about your money — for example, Rent, Food, Healthcare, or Travel. You can also create Tags to group related transactions across multiple categories — like a trip or event. Visit Settings > Tags to set these up. These categories and tags will be used to organize your transactions and budgets.

​
5. Create a Budget

Visit budgets on the navigation bar and click New Budget. Select the categories you want to include, allocate spending amounts, and review your setup. Your budget will start tracking automatically as transactions sync. To find out more on how budgets work, check out our budgets page.

​
6. Review Your Transactions

Check out your transactions page to see all your recent activity. Categorize, tag, or edit transactions as needed to keep your budget accurate and insights up to date.

​
7. Track Your Progress

Once everything’s set up, revisit your budgets page. You’ll see your spending automatically tracked against your allocations — giving you a clear view of where your money is going.